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Copyright 2012 GSP Financial Strategies. All Rights Reserved.
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GSP Financial Strategies
growth, stability, protection
GSP Financial Strategies is a registered investment adviser. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. This site has been designed for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. GSP Financial Strategies does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. GSP Financial Strategies does not, and this site does not intend to, render tax or legal advice.
Asset Management
GSP Financial Strategies provides investment advisory services to its clients on a non-discretionary basis. The advisory services include, among other things, providing advice regarding asset allocation and the selection of investments.
Financial Planning & Consulting
GSP Financial Strategies provides limited financial planning and consulting services consistent with clients' financial and tax status, in addition to their risk profile and return objectives. The Adviser may also provide general non-securities advice on topics that may include tax and budgetary planning, estate planning and business planning.
Advisory Referrals
The Adviser has entered into agreements with various third-party advisers. Under these agreements, the Adviser offers clients various types of programs sponsored by these advisers. All third-party investment advisers to whom the Adviser will refer clients will be licensed as investment advisers by their resident state and any applicable jurisdictions or registered investment advisers with the Securities and Exchange Commission.
After gathering information about a client's financial situation and investment objectives, the Adviser will assist the client in selecting a particular third-party program. The Adviser receives compensation pursuant to its agreements with these third-party advisers for introducing clients to these third-party advisers and for certain ongoing services provided to clients.
Other Business Activities and Services
Daurene Lee is a Managing Member DLLH, LLC dba GSP Financial Strategies.
Ms. Lee is an insurance agent appointed with various insurance companies. In this capacity Ms. Lee may recommend insurance products, and receive commissions if products are purchased through any firms with which she is affiliated. Thus, a conflict of interest exists between the interests of Ms. Lee and those of the advisory clients. However, clients are under no obligation to act upon any recommendations of Ms. Lee or effect any transactions through Ms. Lee if they decide to follow the recommendations.
Ms. Lee is a licensed real estate agent primarily involved in finding rental properties for investors and she may earn commissions from real estate transactions. Compensation for this activity is payable to Daurene Lee, LLC.
Ms. Lee is an independent sales associate offering Pre-Paid Legal Services a legal subscription service.
Ms. Lee refers clients to National Credit Federation, a credit counseling and education company. She receives $100.00 per client referred. Ms. Lee process related payments through Mission Possible LLC dba Teri Consulting an entity she owns.
Ms. Lee is an independent sales representative of Richway International Inc., a developer and retailer of home beauty and health aids. She markets their Biomat product and receives $95 per sale generated. Ms. Lee has an independent sales and network marketing relationship with MonaVie, a company that develops and markets blended juice beverages. At her current sales level she earns 10% on beverages sold but can receive additional compensation based on sales generated by salespersons in her network.
Ms. Lee receives commissions and other compensation based on the sale of various products and services. Her recommendations are a potential conflict of interest because of the compensation she can receive. In addition to insurance and real estate activities and compensation she has relationships with the following companies:
· Pre-Paid Legal Services
· National Credit Federation
· Richway International Inc.
· MonaVie
GSP Financial Strategies recommends the following insurance and financial products:
Insurance
§ Auto and Motor Vehicle Insurance
· Automobile Insurance
· RV Insurance
· Motorcycle Insurance
§ Home and Property
§ Identity Theft
§ Life Insurance
· Term Life Insurance
· Universal Life Insurance
· Whole Life Insurance
· Cancer Care
§ Personal Health
· Supplemental Health Insurance
o Critical Illness
o Cancer Care
o LTC Insurance
Financial
Annuity
· Fixed Annuity
· Immediate Annuities
· Deferred Annuities
· Combination Annuities
§ Investment Services
· Home Mortgage
· Mortgage Insurance
§ Mutual Funds
§ Retirement Services
· Income Generated Loan Strategies
· Buy property from IRA
· Annuity
· 401k
· Asset Management
· Mutual Funds
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GSP Financial Strategies is a registered investment adviser. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. This site has been designed for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. GSP Financial Strategies does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. GSP Financial Strategies does not, and this site does not intend to, render tax or legal advice.
Copyright 2010 GSP Financial Strategies. All Rights Reserved.
702.405.9563