Focused On Your Success.
Invested In Your Vision.
Asset Management
Customized & Tactical
Investment Recommendations
Our tactical approach involves ongoing economic and market analysis that allows us to make investment changes based on our current market outlook. We believe that this proactive approach to investing can help manage the risks in our clients’ portfolios and help improve their ability to reach their investment objectives.
We work to lay out alternative financial plans and conduct risk and probability analysis to determine the strength of each. This will allow for more informed financial decisions, allowing you to move forward with clarity and confidence in your preferred plan. Our team of professionals will produce a written, customized plan that will serve as a road map for your financial future, continuing to refer to and update the plan as circumstances change over time.
Financial Planning
Developing a Road Map for
Your Financial Future
Financial Planning
Developing a Road Map for
Your Financial Future
The Goldfinch Wealth Management team begins the financial planning process by listening to you and diligently seeking to understand personal circumstances, resources, needs, and goals. We want to know your priorities and develop a long-term plan that aligns with your financial resources, with the goal of ensuring assets and cash flows are available to fund and support your goals when needed.
We work to lay out alternative financial plans and conduct risk and probability analysis to determine the strength of each. This will allow for more informed financial decisions, allowing you to move forward with clarity and confidence in your preferred plan. Our team of professionals will produce a written, customized plan that will serve as a road map for your financial future, continuing to refer to and update the plan as circumstances change over time.
Retirement Planning
Paving the Way
to Retirement
Our goal is to take the confusion out of the retirement equation and put you on a path to reach your financial goals. Qualified retirement plans, social security, personal savings, and investments are all expected to play a role in retirement income. Once an estimate is reached for the amount of money needed for retirement, we develop a sound strategy to distribute your retirement assets in a tax-efficient manner.
We also assist in determining the optimum time for retirement, based on anticipated expenses and portfolio growth. We work to navigate issues, such as retirement cash-flow planning, controlling tax liability, increasing the probability of not outliving your assets, and managing risks to your nest egg. No matter where you are in life, we can provide guidance, tools, and services to prepare for retirement on your terms.
The tax considerations of rebalancing your portfolio are evaluated up-front as they ultimately impact your investment return. We take a proactive approach to finding tax deductions and creating tax-advantaged solutions as part of your overall plan. Goldfinch Wealth Management seeks to protect your estate from potential tax erosion in future years.
For clients in retirement, taxes impact income distribution. We help you evaluate distributions from tax-deferred and non-tax-deferred accounts. As always, our team goes beyond the numbers to ensure that all decisions incorporate your specific goals.
Tax Planning
Minimizing Your Tax Burdens Now & in the Future
Tax Planning
Minimizing Your Tax Burdens Now & in the Future
The tax considerations of rebalancing your portfolio are evaluated up-front as they ultimately impact your investment return. We take a proactive approach to finding tax deductions and creating tax-advantaged solutions as part of your overall plan. Goldfinch Wealth Management seeks to protect your estate from potential tax erosion in future years.
For clients in retirement, taxes impact income distribution. We help you evaluate distributions from tax-deferred and non-tax-deferred accounts. As always, our team goes beyond the numbers to ensure that all decisions incorporate your specific goals.
Estate Planning
Leaving a Legacy to
Future Generations
Goldfinch Wealth Management provides support to make the estate planning process clear and understandable, in addition to supplying strategies that optimize the use of estate assets. We partner with your personal attorney to explore solutions and ensure that a plan is in place that aligns with your specific wishes.
We strive to provide a sense of stability and ease, so that you know someone understands your entire financial situation is available to help and advise your survivors. We guide survivors during the probate and estate settling process, creating a smooth transition, and helping to ensure that their loved ones wishes are fulfilled.
Presently, the tax code offers incentives for gifting of one’s assets or income; which means, there are real advantages to charitable gifting – for you, your heirs, and the charitable organizations you are passionate about. With an effective charitable gifting plan, you can be confident that the assets you have accumulated will benefit the people and causes that are most important to you, while realizing the tax benefits and recognition you deserve. At Goldfinch Wealth Management, we assist in formulating a strategy to help best accomplish your philanthropic desires while helping you reduce your tax obligation.
Charitable Gifting
Actions Speak Louder
Than Words
Charitable Gifting
Actions Speak Louder
Than Words
Presently, the tax code offers incentives for gifting of one’s assets or income; which means, there are real advantages to charitable gifting – for you, your heirs, and the charitable organizations you are passionate about. With an effective charitable gifting plan, you can be confident that the assets you have accumulated will benefit the people and causes that are most important to you, while realizing the tax benefits and recognition you deserve. At Goldfinch Wealth Management, we assist in formulating a strategy to help best accomplish your philanthropic desires while helping you reduce your tax obligation.
Trust Services
Creating Trusts to
Manage Your Assets
Our Team of Professionals can help you:
Potentially Reduce Taxes and Transfer Costs
Protect Assets & Align With Intentions
Create a Lasting Financial Legacy
Education Planning
Giving the Gift of
Higher Education
Education Planning
Giving the Gift of
Higher Education
Insurance
Preparing for the
Unexpected
You may choose to gift assets to the next generation while they are still alive. Gifting part of an estate during your lifetime allows the opportunity to see the firsthand benefits of your generosity. The difference your gifts can make for your loved ones lives could be potentially life-changing.
Legacy Planning
Passing Your Financial
Legacy on to Loved Ones
Legacy Planning
Passing Your Financial
Legacy on to Loved Ones
You may choose to gift assets to the next generation while they are still alive. Gifting part of an estate during your lifetime allows the opportunity to see the firsthand benefits of your generosity. The difference your gifts can make for your loved ones lives could be potentially life-changing.
Employee Benefits
A Company’s Most Valuable
Asset Is Its Employees
Understanding your employee benefits early on, often enables more strategies when it is time to make important decisions. Stock options, 401(k) accounts and other employee benefits can be a significant part of your investable assets; therefore, we prefer to be proactive so you don’t miss those valuable opportunities. We want to simplify the process by helping you understand your choices and how to gain the most from your employment situation.
Goldfinch Wealth Management can help coordinate the management of your business throughout its life cycle with:
Business Plans
Employee Benefits, including Retirement Plans
Insurance Planning
Executive Compensation
Marketing and Growth Strategy
Succession Planning
Small Business
Managing and Growing
Your Business
Small Business
Managing and Growing
Your Business
Goldfinch Wealth Management can help coordinate the management of your business throughout its life cycle with:
Employee Benefits, including Retirement Plans
Insurance Planning
Executive Compensation
Marketing and Growth Strategy
Succession Planning