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Our Services

At Goldfinch Financial, we provide expert assistance in the following areas:

Personal Financial Needs

  • Investment Strategies
  • Insurance Needs Analysis
  • Education Funding Strategies
  • Retirement Planning Strategies
  • Estate Conservation Strategies
 

Insurance and Annuities

  • Whole Life Insurance
  • Variable Life Insurance
  • Disability Income Insurance
  • Term Insurance
  • Long Term Care Insurance
  • Fixed and Variable Annuities
  • Health Insurance
  • Critical Illness Policies
  • Medicare Supplement and Advantage Plans
 

Investments

  • Mutual Funds
  • IRAs/IRA Rollovers
  • Retirement Plans
    • (401(k), SEP, cash balance plans, etc.)
  • Brokerage Services
  • Institutional Investment Products and Services
 

Employee Benefits

  • Employee Pension, Profit Sharing, & 401(k) Plans
  • Group Life & Disability Insurance
  • Group Health Insurance
  • Key Executive Benefit Plans
  • 403b Plans
 

Business Protection

  • Business Succession Strategies
  • Key Person Life Insurance
 

Fee Based Financial Planning

  • Hourly Consulting
  • Comprehensive Plans