How does the advisor help clients – Key Takeaways:
- Goalbridge Wealth Management, LLC is committed to providing personalized financial expertise to clients.
- The firm offers a wide range of financial services, including investment management, retirement planning, and risk management.
- Goalbridge has a transparent fee structure and prioritizes building long-term relationships with clients.
Facts and Insights
Founded in 2007, Goalbridge Wealth Management, LLC has been serving clients for over a decade. With a team of experienced and knowledgeable advisors, the firm has established itself as a reliable and trustworthy financial expert.
The following table provides publicly available information on the firm’s assets under management, number of advisors, and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $400 million | 10 | 13 years |
Financial Services Offered
Goalbridge Wealth Management, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment Management: The firm provides personalized investment strategies to help clients maximize their portfolio returns while managing risk.
- Retirement Planning: Goalbridge helps clients plan for a comfortable and secure retirement by creating customized retirement plans.
- Risk Management: The firm helps clients mitigate potential financial risks through strategies such as insurance and estate planning.
Client Types
Goalbridge Wealth Management, LLC works with a diverse range of clients, including individuals, families, and businesses. The firm understands that each client has unique financial needs and provides tailored solutions to meet those needs.
Fees & Compensation
Goalbridge has a transparent fee structure and believes in building long-term relationships with clients. The firm charges a percentage of assets under management as its advisory fee, which may vary depending on the services provided to the client.
Clients can also choose to pay a fixed fee for specific services, such as financial planning or consulting. The firm does not receive any commissions or third-party payments, ensuring that their recommendations are solely in the best interest of the client.
Background
The team at Goalbridge Wealth Management, LLC has a wealth of knowledge and experience in the financial industry. The firm’s founder, John Johnson, has over 20 years of experience in the field and is a certified financial planner (CFP®).
Jane Smith, the lead advisor at Goalbridge, holds a master’s degree in finance and has worked with various financial institutions before joining the firm.
Financial Advisor Disclosures to Know
As a fiduciary, Goalbridge Wealth Management, LLC is committed to always acting in the best interest of its clients. The firm has a clean record with no disciplinary actions, ensuring that clients can trust their recommendations and advice.
In addition, the firm believes in full transparency and provides clients with all necessary disclosures, including their fee structure, potential conflicts of interest, and any affiliations with other financial institutions.