Our GPS Financial Service System™ for Advisors

Goals Progress Strategy™ is the foundation of all our work with our outstanding clients.  For more than four years, Bill McArthur has developed, tested, refined, trademarked, and copyrighted this innovative and effective system of delivering comprehensive financial services.  The result is a carefully crafted, and flexible, process that helps us engage deeply with our clients in a way that is understandable, educational, and motivational. High standards with high touch!

This system is available now to you and other conscientious advisors who want to establish and deliver the utmost quality of professional planning services.  Bill makes it easy and affordable for you to license, customize, and use this system.  The result is that your clients will have their “Financial World in Order™.”  And in this new DOL Fiduciary world, you will have your professional practice in order. 

To contact us with questions, or to request a tour of Goals Progress Strategy  Click Here

To download a GPS Financial Service System overview  Click Here ; a license application  Click Here

To pay for your GPS Financial Service System license, click here: 
 

 

 

The development and licensing of the GPS Financial Service System is separate from Bill’s work with McArthur & Co as a registered representative, Investment Advisor Representative, and licensed insurance agent. It is not a system or license associated with, or endorsed by, Bill’s broker dealer Gĕneos Wealth Management, Inc. Gĕneos makes no warranty, and accepts no liability, for the licensing and use of the GPS Financial Service System. A GPS Financial Service System license is not available to registered representatives or Investment Advisor Representatives who are affiliated in any way with Gĕneos Wealth Management, Inc.

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