I
N RECENT YEARS,
there has been an increasing desire by many individuals to analyze their current personal financial condition and plan for the future. Our aim is that our clients understand that planning and forecasting will help build a secure financial base to meet their personal financial goals and objectives.

 


  • Analyzing the present financial situation by collecting and assessing all relevant data - wills, insurance policies, employment contracts, etc.
  • Preparing a personal Statement of Financial Condition
  • Helping to establish and meet goals and objectives relating to:
  1. investment strategy
  2. retirement
  • Suggesting alternatives consistent with individual goals and objectives
  • Monitoring the individual's financial situation periodically
  • Analyzing performance of various investments advisors with the use of performance software as well as maintaining portfolio details
  • Business succession planning



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R. J. Gold & Company, P.C.