Navigate your financial freedom


 

Welcome from Generational Planning Solutions Group

We appreciate your taking time to visit our website. Our site is designed to provide an introduction to Our Team along with access to resources, tools, and research that will help you navigate the ever-changing world of investing.

Our duty to our clients is an intrinsic part of our value system, one that drives every decision we make and guides every action we take. Our pledge to earn and preserve each family’s trust is integral to our daily practice.

To learn about our unique wealth management approach, please click on the Foundations of Our Practice link. We also invite you to explore the Market Commentary links that will provide useful information pertaining to current markets and solutions and services we have available.


Fred Sherrill named one of Forbes Best-In-State Wealth Advisors

At the Generational Planning Solutions Group, we are very proud that Financial Advisor Fred Sherrill was named a Forbes Best-In-State Wealth Advisor in 2020, 2021, 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Fred!

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about the Generational Planning Solutions Group.

 

Latest Insights

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Long bonds for the long-term investor

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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