Our Services At Goldfinch Financial, we provide experienced assistance in the following areas:Personal Financial NeedsInvestment StrategiesInsurance Needs AnalysisEducation Funding StrategiesRetirement Planning StrategiesEstate Conservation StrategiesInsurance and AnnuitiesWhole Life InsuranceVariable Life InsuranceDisability Income InsuranceTerm InsuranceLong Term Care InsuranceFixed and Variable AnnuitiesHealth InsuranceCritical Illness PoliciesMedicare Supplement and Advantage PlansInvestmentsMutual FundsIRAs/IRA RolloversRetirement Plans(401(k), SEP, cash balance plans, etc.)Brokerage ServicesInstitutional Investment Products and ServicesEmployee BenefitsEmployee Pension, Profit Sharing, & 401(k) PlansGroup Life & Disability InsuranceGroup Health InsuranceKey Executive Benefit Plans403b PlansBusiness ProtectionBusiness Succession StrategiesKey Person Life InsuranceFee Based Financial PlanningHourly ConsultingComprehensive Plans Financial Planning Services offered through Goldfinch Financial, Inc. Table of Fees for ServicesCarefully read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”), as these sections of the Brochure contain important details about Goldfinch Financial’s advisory services and fees. Fees may be negotiable. The fees below will only apply to you when you request the services listed. Fees Charged by Investment AdviserFee AmountFrequency Fee is ChargedServicesAssets Under Management Fee$0n/an/aHourly Fee$250.00 per hourAnnually or as NeededFinancial Planning ServicesSubscription Fee$0n/an/aFixed Fee$0n/an/aCommissions to the Adviser$0n/an/aPerformance-based Fee$0n/an/aOther$0n/an/aFees Charged by Third Parties Fee Amount Frequency Fee is Charged Services Third Party Money Manager$0n/an/aRobo-Adviser Fee$0n/an/aTalk with your Adviser about fees and costs applicable to you Additional fees and costs to discuss with your AdviserAdditional Fees/CostYes/NoPaid ToBrokerage FeesNon/aCommissionsNon/aCustodian FeesNon/aMark-upsNon/aMutual Fund/ETFFees and ExpensesNon/aEffective January 1, 2022Financial planning offered through Goldfinch Financial, Inc., a registered investment advisor and a separate entity from LPL Financial.