No one is immune from the challenges of building long-term financial security. Ever-changing tax laws, the potential complexities of employer-provided qualified and non-qualified benefits, and the challenges involved in the transition of business or investment assets from one generation to the next are just a few of the obstacles one may face.
A good financial blueprint will consider a broad range of areas: risk management, education and retirement planning. An advisor who knows how changes to one part of your strategy or plan impacts the others is your best ally in assuring that long-term goals are achieved as short-term needs and desires are addressed.
If you are someone who has already achieved a significant measure of that success, you know that strategy and success must go hand in hand if you want to build a strong financial future.
Accountability is also critical. The most brilliant financial strategists will have nothing to show for their acumen if they cannot establish clear goals and objectives, and take the necessary steps to transfer aspiration into actuality.
We can design an overall comprehensive plan or one that specializes in one specific area of need, such as estate planning, retirement planning or business succession planning. Comprehensive planning focuses on your unique hopes and dreams and incorporates your personal values into the plan.
Many people realize that they need insurance. And, many people have opinions about what type of insurance they prefer. Goldman Associates regularly helps people determine how much insurance they need and what types or combinations of types of coverage are best suited to help them reach or attain their own objectives. A well-constructed risk management strategy can be a valuable part of your overall financial security plan. We will help you look at this in the context of your overall financial security plan and help you determine what makes the most sense for your particular situation.