EMPOWER YOUR Business Independence Future - FMG Video Live
www.GCGwm.com
EMPOWER YOUR
Business Independence Future
Toll-Free: 800-425-1440 Phone: 704-372-4491 www.GCGwm.com 9115 Harris Corners Parkway, Suite 250 Charlotte, NC 28269
WELCOME GCG Wealth Management, Inc. is a Charlotte based insurance, retirement, and investment firm with a presence in the area since 1994. Over the years, GCG Wealth Management has evolved with the changing needs of our community and clients. Dennis Howe, founder of GCG Wealth Management built the firm around the philosophy of truly understanding
2
TABLE OF CONTENTS both the short-term and long-term goals of each individual client. “A football coach doesn’t just put a game plan together for the first quarter and hope the rest of the game works out, nor does a good advisor just put together solutions for the present.” -GCG Wealth Management
4
ABOUT US
5
9
OUR VALUE
10
TECHNOLOGY
12
COMPENSATION
14
OUR STORY
15
NOTES
17
CONTACT US
OUR LOCATIONS
6
5 REASONS TO PARTNER
ABOUT US Here at GCG Wealth Management, we focus on individual clients and small business owners. We have representatives in the North Carolina, South Carolina, and Louisiana area dedicated to working directly with the firm’s clients. Once the client’s current situation is fully understood, we work to construct a strategy that both manages current and future risk, while also creating strategies to build wealth. GCG Wealth Management is a full service business, financial, and estate planning firm which makes available products and services such as: investments, insurance, and tax strategies for individuals, small businesses, corporations, and professional practices. GCG Wealth Management serves people from its offices in Charlotte & Greensboro, NC, Anderson, Greenville, & Charleston, SC,
and Lake Charles, LA. Recognizing that the financial environment is ever changing, we are committed to providing the most up-to-date advice. GCG Wealth Management is represented by some of the nation’s most successful and knowledgeable financial professionals. Our representatives work with you and your other financial advisors to help develop the most effective, customized alternatives to your insurance, investment, and other financial needs. With over $500,000,000 in assets and over $1,000,000,000 of life insurance in force, GCG Wealth Management is well positioned for future growth of our firm. Our history has provided us with a solid foundation as we are aggressively looking forward to growth in both business production and expanding the GCG Wealth Management family.
LOCATIONS
4
Charlotte, North Carolina
Greenville, South Carolina
9115 Harris Corners Parkway, Suite 250 Charlotte, NC 28269 Phone: 707-372-4491, 800-425-1440
1200 Woodruff Road, A3 Greenville, SC 29607 Phone: 864-627-5515, 864-270-1720
Greensboro, North Carolina
Charleston, South Carolina
2020 S. Holden Road, Suite A Greensboro, NC 27407 Phone: 336-834-8990
5533 Colonial Chatsworth Circle North Charleston, SC 29418 Phone: 843-860-5817
Anderson, South Carolina
Lake Charles, Louisiana
210 Timber Lane Anderson, SC 29621 Phone: 864-217-8888
625 W. College Street Lake Charles, LA Phone: 337-474-4025
5 REASONS TO PARTNER WITH GCG WEALTH MANAGEMENT
FREEDOM & INDEPENDENCE WITH SUPPORT • No proprietary products • Transparent comparison grid • Recognition trips • Investment and insurance support
TOP TIER STRATEGIC ALLIANCES • Business-building partner Questar Capital • Access to best-in-class insurance and investment carriers • Support from Top Field Marketing Organizations
GROUP BENEFITS AVAILABILITY
LEAD GENERATION PROGRAMS
• 401(k) with contribution match • Health, Dental, LTC, and Disability Insurance • FICA Match
• Customized marketing strategies for individual producer and or sales team. • Internal wholesaler support • In-house event planning coordinator
FINANCIAL BENEFIT • Higher payouts of an independent organization while receiving the proven support of a traditional career shop. • Dual focus on wealth and risk management business. • Compensation transparency
6
7
OUR VALUE
ADVISOR CENTRIC GCG Wealth Management, Inc. recognizes that there would not be a substantial business without the advisors. With that understanding, GCG Wealth Management strives to continually create a culture that supports each advisor’s success.
SYNERGY While GCG Wealth Management has strived to maintain a family-feel to our culture, we are a forward looking company that relishes our independence. We foster a strategic relationship with highly-rated and regarded companies, while maintaining our own independence in choosing the companies and services we recommend to our clients.
8
ADAPTIVE As times have changed, so have our clients’ and advisors’ needs. GCG Wealth Management has continued to add to our multiple competencies and services. We began as a life insurance firm and have evolved to become a balanced company offering risk and wealth management solutions as well.
ESTABLISHED GCG Wealth Management has its genesis in life insurance sales dating back to the 1970’s. Current ownership and management of the firm has been congruent since 1994. The firm’s advisors have a continuous record of being highly productive and successful. While proud of past success and current strong earnings, we have dedicated ourselves to an aggressive branding campaign. Our history has provided us with a solid foundation as we are aggressively looking forward to growth in both business production and expanding the GCG Wealth Management organization.
9
TECHNOLOGY TECHNOLOGY AND UPDATES AT GCG WEALTH MANAGEMENT, INC
ABOUT THESE UPDATES With technology being such an integral and commonplace component of our clients’ everyday lives we want to ensure that we’re offering upto-date and useful resources to help both our advisors and clients.
There are some new technology resources now available to both clients and advisors at GCG Wealth Management.
1
EXTENSIVE FINANCIAL RESEARCH EXTENSIVE OFFICE SUPPORT
3
• Licensed support staff and reputable business managers. • Business process to eliminate any lapse in service in case of emergency. • Expansive budget dedicated to technology and training.
5
10
• Web-based solutions that provide investment research, sales tools, analysis reports, and portfolio analytics. • Comprehensive wealth planning tools that allow advisors to magnify their financial planning expertise and execute appropriate plans. • Electronic illustrations of future financial expectations.
4
CLIENT ACCESSIBLE PLATFORMS
ENHANCED COMMUNICATION
• Automatic backup and updates of database. • Online storage vault for important documents and information. • Client accessible technology platforms for around-the-clock monitoring. • Immediate access to accounts via website portal.
• Extensive confidential client survey to ensure precise financial planning. • Digital meeting capabilities between advisors and clients. • Transparent presentation of your information that is available any time, day or night.
11
COMPENSATION AT GCG WEALTH MANAGEMENT GCG EMPLOYEE & INDEPENDENT
INDEPENDENT CONTRACTOR
• W2 employee of GCG Wealth Management for all riskbased busines.
• GCG Wealth Management 1099 for Risk Management production.
• Questar Capital 1099 contractor for all broker/dealer, IA, and RIA business.
• Questar Capital 1099 contractor for all broker/dealer, IA, and RIA business.
• Housed advisors
• Outside offices
• Outside offices
• Letter of Understanding for payouts.
• Payouts based on Letter of Understanding and annual payout grid.
• Total financial benefit of affiliation calculated annually.
• Access to group benefits offered by GCG Wealth Management. • Total financial benefit of affiliation calculated annually.
12
13
OUR STORY
NOTES
THE SIGNIFICANCE OF THE BONSAI The Bonsai tree signifies the stages of life that intertwine to create balance. At GCG Wealth Management, we take every aspect of your financial goals and guide you through the stages of life, whether expected or unanticipated. By way of illustration, the bonsai tree is a reminder of how excited we are to join you on your journey to prosperity and longevity.
14
15
NOTES
NOTES
CONTACT Toll-Free: 800 425-1440 Phone: 704-372-4491 www.GCMwm.com GCG Wealth Management 9115 Harris Corners Parkway, Suite 250 Charlotte, NC 28269 Disclosure: Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), A registered Investment Advisor: GCG Wealth Management is independent of QCC and QAM.
16
17
EMPOWER YOUR
Business Independence Future
Toll-Free: 800-425-1440 Phone: 704-372-4491 www.GCGwm.com 9115 Harris Corners Parkway, Suite 250 Charlotte, NC 28269
EMPOWER YOUR
Business Independence Future
Toll-Free: 800-425-1440 Phone: 704-372-4491 www.GCGwm.com 9115 Harris Corners Parkway, Suite 250 Charlotte, NC 28269
WELCOME GCG Wealth Management, Inc. is a Charlotte based insurance, retirement, and investment firm with a presence in the area since 1994. Over the years, GCG Wealth Management has evolved with the changing needs of our community and clients. Dennis Howe, founder of GCG Wealth Management built the firm around the philosophy of truly understanding
2
TABLE OF CONTENTS both the short-term and long-term goals of each individual client. “A football coach doesn’t just put a game plan together for the first quarter and hope the rest of the game works out, nor does a good advisor just put together solutions for the present.” -GCG Wealth Management
4
ABOUT US
5
9
OUR VALUE
10
TECHNOLOGY
12
COMPENSATION
14
OUR STORY
15
NOTES
17
CONTACT US
OUR LOCATIONS
6
5 REASONS TO PARTNER
ABOUT US Here at GCG Wealth Management, we focus on individual clients and small business owners. We have representatives in the North Carolina, South Carolina, and Louisiana area dedicated to working directly with the firm’s clients. Once the client’s current situation is fully understood, we work to construct a strategy that both manages current and future risk, while also creating strategies to build wealth. GCG Wealth Management is a full service business, financial, and estate planning firm which makes available products and services such as: investments, insurance, and tax strategies for individuals, small businesses, corporations, and professional practices. GCG Wealth Management serves people from its offices in Charlotte & Greensboro, NC, Anderson, Greenville, & Charleston, SC,
and Lake Charles, LA. Recognizing that the financial environment is ever changing, we are committed to providing the most up-to-date advice. GCG Wealth Management is represented by some of the nation’s most successful and knowledgeable financial professionals. Our representatives work with you and your other financial advisors to help develop the most effective, customized alternatives to your insurance, investment, and other financial needs. With over $500,000,000 in assets and over $1,000,000,000 of life insurance in force, GCG Wealth Management is well positioned for future growth of our firm. Our history has provided us with a solid foundation as we are aggressively looking forward to growth in both business production and expanding the GCG Wealth Management family.
LOCATIONS
4
Charlotte, North Carolina
Greenville, South Carolina
9115 Harris Corners Parkway, Suite 250 Charlotte, NC 28269 Phone: 707-372-4491, 800-425-1440
1200 Woodruff Road, A3 Greenville, SC 29607 Phone: 864-627-5515, 864-270-1720
Greensboro, North Carolina
Charleston, South Carolina
2020 S. Holden Road, Suite A Greensboro, NC 27407 Phone: 336-834-8990
5533 Colonial Chatsworth Circle North Charleston, SC 29418 Phone: 843-860-5817
Anderson, South Carolina
Lake Charles, Louisiana
210 Timber Lane Anderson, SC 29621 Phone: 864-217-8888
625 W. College Street Lake Charles, LA Phone: 337-474-4025
5 REASONS TO PARTNER WITH GCG WEALTH MANAGEMENT
FREEDOM & INDEPENDENCE WITH SUPPORT • No proprietary products • Transparent comparison grid • Recognition trips • Investment and insurance support
TOP TIER STRATEGIC ALLIANCES • Business-building partner Questar Capital • Access to best-in-class insurance and investment carriers • Support from Top Field Marketing Organizations
GROUP BENEFITS AVAILABILITY
LEAD GENERATION PROGRAMS
• 401(k) with contribution match • Health, Dental, LTC, and Disability Insurance • FICA Match
• Customized marketing strategies for individual producer and or sales team. • Internal wholesaler support • In-house event planning coordinator
FINANCIAL BENEFIT • Higher payouts of an independent organization while receiving the proven support of a traditional career shop. • Dual focus on wealth and risk management business. • Compensation transparency
6
7
OUR VALUE
ADVISOR CENTRIC GCG Wealth Management, Inc. recognizes that there would not be a substantial business without the advisors. With that understanding, GCG Wealth Management strives to continually create a culture that supports each advisor’s success.
SYNERGY While GCG Wealth Management has strived to maintain a family-feel to our culture, we are a forward looking company that relishes our independence. We foster a strategic relationship with highly-rated and regarded companies, while maintaining our own independence in choosing the companies and services we recommend to our clients.
8
ADAPTIVE As times have changed, so have our clients’ and advisors’ needs. GCG Wealth Management has continued to add to our multiple competencies and services. We began as a life insurance firm and have evolved to become a balanced company offering risk and wealth management solutions as well.
ESTABLISHED GCG Wealth Management has its genesis in life insurance sales dating back to the 1970’s. Current ownership and management of the firm has been congruent since 1994. The firm’s advisors have a continuous record of being highly productive and successful. While proud of past success and current strong earnings, we have dedicated ourselves to an aggressive branding campaign. Our history has provided us with a solid foundation as we are aggressively looking forward to growth in both business production and expanding the GCG Wealth Management organization.
9
TECHNOLOGY TECHNOLOGY AND UPDATES AT GCG WEALTH MANAGEMENT, INC
ABOUT THESE UPDATES With technology being such an integral and commonplace component of our clients’ everyday lives we want to ensure that we’re offering upto-date and useful resources to help both our advisors and clients.
There are some new technology resources now available to both clients and advisors at GCG Wealth Management.
1
EXTENSIVE FINANCIAL RESEARCH EXTENSIVE OFFICE SUPPORT
3
• Licensed support staff and reputable business managers. • Business process to eliminate any lapse in service in case of emergency. • Expansive budget dedicated to technology and training.
5
10
• Web-based solutions that provide investment research, sales tools, analysis reports, and portfolio analytics. • Comprehensive wealth planning tools that allow advisors to magnify their financial planning expertise and execute appropriate plans. • Electronic illustrations of future financial expectations.
4
CLIENT ACCESSIBLE PLATFORMS
ENHANCED COMMUNICATION
• Automatic backup and updates of database. • Online storage vault for important documents and information. • Client accessible technology platforms for around-the-clock monitoring. • Immediate access to accounts via website portal.
• Extensive confidential client survey to ensure precise financial planning. • Digital meeting capabilities between advisors and clients. • Transparent presentation of your information that is available any time, day or night.
11
COMPENSATION AT GCG WEALTH MANAGEMENT GCG EMPLOYEE & INDEPENDENT
INDEPENDENT CONTRACTOR
• W2 employee of GCG Wealth Management for all riskbased busines.
• GCG Wealth Management 1099 for Risk Management production.
• Questar Capital 1099 contractor for all broker/dealer, IA, and RIA business.
• Questar Capital 1099 contractor for all broker/dealer, IA, and RIA business.
• Housed advisors
• Outside offices
• Outside offices
• Letter of Understanding for payouts.
• Payouts based on Letter of Understanding and annual payout grid.
• Total financial benefit of affiliation calculated annually.
• Access to group benefits offered by GCG Wealth Management. • Total financial benefit of affiliation calculated annually.
12
13
OUR STORY
NOTES
THE SIGNIFICANCE OF THE BONSAI The Bonsai tree signifies the stages of life that intertwine to create balance. At GCG Wealth Management, we take every aspect of your financial goals and guide you through the stages of life, whether expected or unanticipated. By way of illustration, the bonsai tree is a reminder of how excited we are to join you on your journey to prosperity and longevity.
14
15
NOTES
NOTES
CONTACT Toll-Free: 800 425-1440 Phone: 704-372-4491 www.GCMwm.com GCG Wealth Management 9115 Harris Corners Parkway, Suite 250 Charlotte, NC 28269 Disclosure: Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), A registered Investment Advisor: GCG Wealth Management is independent of QCC and QAM.
16
17
EMPOWER YOUR
Business Independence Future
Toll-Free: 800-425-1440 Phone: 704-372-4491 www.GCGwm.com 9115 Harris Corners Parkway, Suite 250 Charlotte, NC 28269
