Who We Are 
Financial decisions build over time. Different accounts,
priorities, and timelines can make it difficult to see how
everything connects. At GDS, we bring those moving
pieces together through thoughtful financial
planning—creating a clear strategy where every
decision supports your long-term goals.
More than a
financial plan.
Annie Adkison, CPWA®
Financial Advisor
A strong financial strategy starts with understanding the person behind it. Your advisor brings together planning, guidance, and ongoing support to help ensure every decision works toward your vision.
We’re with you
through every
phase.
We establish a clear understanding of where you are today and what needs to happen next. Then we shape a strategy that reflects what matters most to you. From there, every decision has a direction—and you’ll always know why.
We design income strategies that align with your lifestyle and long-term needs. Retirement looks different for everyone, so we plan for it that way—accounting for healthcare, shifting priorities, and the decades ahead.
We coordinate income, taxes, and benefits to help inform decisions that support long-term financial flexibility and efficiency. This includes expertise on:
- Roth Conversion Strategies
- Required Minimum Distribution (RMD) Planning
- Social Security Optimization
- Healthcare Planning
What it feels like to
work with us.
Working with GDS means trusting not just the outcome, but the judgment behind it. Decisions are made intentionally, the little things are remembered, and the hard work happens whether it’s visible or not. You’ll feel the difference after our first conversation.
FAQ
A few common
financial
planning
questions.
A strong financial plan is more than a set of projections—it’s a living strategy that adapts as your life evolves. We reinforce each client’s plan through our service model, which includes in-depth semi-annual reviews to assess account performance and its direct impact on your goals. In addition to scheduled reviews, we regularly reach out to discuss updates to your plan, helping keep it on track with your evolving needs and priorities.
We take an active, diversified approach to portfolio management, tailoring each strategy to reflect your specific goals. Because financial objectives vary, we design investment plans that reflect your individual needs. Our portfolios may include a mix of ETFs, fixed income, individual stocks, derivatives, and cash equivalents. Throughout the process, we collaborate closely with you to ensure your portfolio reflects your strategy and preferences.
The best time to claim Social Security depends on factors such as your health, life expectancy, income needs, marital status, and retirement goals. Strategic timing can help maximize your lifetime Social Security benefits.
Choosing to work with a wealth manager is a highly personal choice that should not be taken lightly. Experienced wealth managers, such as our team members at GDS Wealth Management, work to provide clients with peace of mind. Our team prioritizes personal relationships with our clients. We truly take the time to get to know you and your financial wants and needs before constructing a comprehensive financial plan that encompasses your financial goals. Embrace a higher quality of personalized financial planning by working with our dedicated team.
The Learning Center
Our Learning Center offers expert insights on wealth planning, investing, and long-term decision-making. It’s a resource for understanding the “why” behind the strategies we use.
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