Our Services
At Goldfinch Financial, we provide experienced 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
Financial Planning Services offered through Goldfinch Financial, Inc.
Table of Fees for Services
Carefully 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 Adviser | Fee Amount | Frequency Fee is Charged | Services |
Assets Under Management Fee | $0 | n/a | n/a |
Hourly Fee | $250.00 per hour | Annually or as Needed | Financial Planning Services |
Subscription Fee | $0 | n/a | n/a |
Fixed Fee | $0 | n/a | n/a |
Commissions to the Adviser | $0 | n/a | n/a |
Performance-based Fee | $0 | n/a | n/a |
Other | $0 | n/a | n/a |
Fees Charged by Third Parties | Fee Amount | Frequency Fee is Charged | Services |
Third Party Money Manager | $0 | n/a | n/a |
Robo-Adviser Fee | $0 | n/a | n/a |
Talk with your Adviser about fees and costs applicable to you | |||
Additional fees and costs to discuss with your Adviser | ||
Additional Fees/Cost | Yes/No | Paid To |
Brokerage Fees | No | n/a |
Commissions | No | n/a |
Custodian Fees | No | n/a |
Mark-ups | No | n/a |
Mutual Fund/ETF Fees and Expenses | No | n/a |
Effective January 1, 2022
Financial planning offered through Goldfinch Financial, Inc., a registered investment advisor and a separate entity from LPL Financial.