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How We Can Work Together

Clients choose to work with our team in one of two ways: Portfolio Management or Comprehensive Financial Planning with optional Portfolio Management.

Portfolio Management: We manage your mix of investments to help you invest in many different companies/categories in an effort to manage the amount of risk you are comfortable with. Clients who solely use us for Portfolio Management typically meet with us once a year for their portfolio review. These reviews look at the individual investments and account performance in comparison to market/economic conditions to determine if any changes should be made to the portfolio. Basic calculations are used to provide clients with an idea of what the long-term expectations are of the portfolio.

Comprehensive Financial Planning with optional Portfolio Management: In addition to portfolio management, there are many other financial matters that need attention. A number of clients visit our office wondering if:

  • They are on track to save enough for retirement;
  • Their money is working for them like it should be;
  • What pension benefit option is best for them;
  • If a Roth IRA/Roth 401(k) would be more beneficial than the Traditional or Pre-Tax retirement savings options;
  • If there is a way to save on taxes by way of their investment choices;
  • How they can save for their children's education in the face of rising tuition rates;
  • What it would take to pay down lingering debt;
  • How much life insurance they need for their family; or
  • If it is time to consider Long-Term Care Insurance.

These are just a few of the many pieces that make up our financial lives. Our comprehensive planning process, The Golden Gate Way, is our way of providing customized financial solutions based on your unique situation. The process starts by learning what is important to you, then combining those values with your objectives to ultimately create an action plan that to help make you more confident in the direction of your financial future.

You then have the flexibility to use the information on your own or partner with us in Portfolio Management. In our experience, partnering with us in portfolio management provides increased oversight and accountability to your plan while using our experience with market cycles, financial solutions and realistic expectations.

Visit The Golden Gate Way page for detailed information on our comprehensive planning process.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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