GBAC FOR ADVISORS | Goals Based Financial Inc.

FOR ADVISORS

Consulting with planning specialists

Within the GBAC division of Goals Based Financial, Certified Financial Planner’s (CFP) Bryan Scott and Brendan Gordon provide consulting services to other advisors in the financial services industry. Bryan and Brendan utilize their specific skill sets and expertise in comprehensive planning to strategically partner with advisors and their client(s). With their collaborative approach and personalized process, Bryan and Brendan work with advisor’s and their client(s) to provide the full planning experience. Bryan and Brendan create a plan detailing the client’s current and future financial status as well as a recommended plan providing clear and concise solutions for any deficiencies identified. A letter of engagement (LOE) is signed by all parties outlining Bryan and Brendan’s roll in the planning process and what both the advisor and client(s) can expect throughout their partnership.

TESTiMonIALS

Advisors we’ve worked with

As an independent advisor, I’ve worked hard at perfecting my craft of giving my clients the best possible financial advice. However, my success was limited to trying to be “too many things to too many of my clients”. The moment I adopted a more collaborative planning approach by introducing subject matter specialists, was the moment I opened new doors and new business opportunities for my business. In particular, Bryan and Brendan have been key partners and trusted colleagues of mine. They have helped me deliver a more comprehensive planning experience for my clients and given me the ability to tackle more complex case work. I consider both Bryan and Brendan key members of my advisory team on behalf of my clients and good friends.

I just want to thank Bryan Scott and Brendan Gordon at GBAC for an amazing job they have done to help me in dealing with the estate planning needs of one of my high-net-worth clients. Their dedication to my client along with their business excellence and education sets them apart. The financial plan was rather complex, however they were able to present it which such simplicity, making it easier for my client to understand what they needed to do to take care of their needs and goals. I would highly recommend them to any advisor wanting to achieve better financial outcomes for their clients.

I have known Bryan since he entered the business as his dad (was also in the business) was a colleague of mine. He has worked with a few of my high net worth clients in helping them grow, manage and protect their assets. Bryan has the ability to explain things in an easy-to-understand language and always greets everyone with a BIG SMILE and positive attitude.