Triple Glidepath Target Date CITs are the last QDIA you’ll ever need.
We do the work, the local advisor gets the credit and we can get them in the Financial Wellness game immediately with minimal to no cost outlay.
The number one challenge for most advisors is finding the next qualified prospective client. We can help!
Best practices suggest that plan fiduciaries complete fiduciary training at least annually…we produce the training and track completion.
We keep the advisor-produced plan reporting organized and archived for their clients for use in response to plan audits and for easy historical reference.
GoalPath Solutions is the 3(38) Investment Advisor on the only 403(b) Exchange Program.
Fee Benchmarking and Investment Due Diligence Reports custom for each plan powered by Fi360.
GoalPath Solutions (GPS) is a collective alliance of independent, fiduciary-focused advisors helping everyone we serve achieve better outcomes. (learn more)