CREATE A PLAN

We begin with people we know, people who trust us and we trust them. Only from this foundation can we have open and frank discussions.

The first step is always to listen and learn. We work to understand your goals, then we create the best plan to help achieve them. Our mission is to tailor a plan to meet your precise needs. Backed up with our team’s experience and industry resources, you can accomplish almost anything.

Good execution is the key to business success. GIS has a strong management and operations team to ensure successful execution of your strategy. As the Southwest’s leading investment strategy consultants, we promise less complexity and deliver more value. We find ways to resolve financial planning issues that in-house staff can’t fix.