Services
Services
What We Do
Our firm specializes in helping individuals develop sound financial plans. Whether you are the parent(s) of a person with special needs, a person with special needs, a professional at any stage of your career, a business owner, or a person approaching or in retirement, please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges faced by families with loved ones with special needs, business owners, and we know that the biggest concern for many of the people we serve that they or their loved ones will outlive their money. We focus on financial planning as a process that facilitates making sound financial decisions and when the fit is right, we use a variety of tools to help our clients implement their financial plan.
Financial Planning
Domains of Financial Planning
Current financial position
(Includes cash flow and debt management)
Tax planning
Investment planning
Retirement Planning
Risk Management and Insurance Planning
Estate Planning
Specialized Financial Planning
Special needs planning
(Planning relating to maintenance of government benefits, Special Needs Trusts, and ABLE Accounts)
Business Planning
(Assessment of business value, business continuation planning, and business succession planning)
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
ysgoldberg@financialguide.com | (323) 965-6335