Jan. 23, 2013
-- The Gerard P Smith Insurance Agency in Webster has collaborated with independent financial advisor, Brian Imrich, to form GPS Financial Services, a division of Sagemark Consulting. The family owned and operated Smith Insurance Agency has been a staple of the Rochester, NY Insurance community for 45 years offering Property and Casualty insurance to businesses, their owners, and residents of our community. Brian Imrich has been an Independent Financial Advisor for 8 years, and founded his practice based on a belief in an objective, process driven experience designed to guide clients down the path toward financial security and success.
This exciting new collaboration was formed with the goal of changing the future of finance by providing what the owners refer to as “boutique convenience.”
In most current scenarios, clients, whether individuals or business owners, have separate relationships with insurance agents, financial advisors, attorneys and so on. In these scenarios, each of the financial professionals is attempting to “drive” the relationship. Smith Insurance and GPS Financial believe that this process is backwards. They believe that the clients should be in the driver’s seat, and that they should have one easy, convenient, and seamless relationship with their financial advisory team. The first step in that process is to provide insurance and financial solutions to their clients while operating out of the same space. This ensures that their clients have the convenience of “one stop shopping” and that they, as advisors, can work together to protect their clients’ best interest. This is an important point to elaborate on. In most relationships, the independent financial professionals whom clients work with have limited contact with one another. How, in this case, can clients be confident that all of their protection and growth strategies are complimenting each other without any dangerous gaps or oversights?
What is next for this new collaboration?
The owners plan on building out the team in the near future to include an estate planning attorney and business attorney, as well as an accountant. Our mission is to deliver a higher level of communication between clients’ trusted advisors which will ultimately lead to a more complete and meaningful experience, protection plan, and growth strategy.