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How does the advisor help clients – Key Takeaways:
- The GOLDSTRAND PLANNING GROUP provides expert financial advice to clients.
- The firm has a professional and experienced team of advisors.
- They offer a wide range of financial services to meet the needs of different clients.
- GOLDSTRAND PLANNING GROUP focuses on building long-term relationships with their clients.
Facts and Insights
GOLDSTRAND PLANNING GROUP is a premier financial planning firm that has been helping clients achieve their financial goals for over 20 years. They are known for their personalized approach and dedication to their clients’ success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20+ years |
Financial Services Offered
- Retirement Planning
- Investment Management
- Wealth Management
- Estate Planning
- Tax Planning
- Insurance Services
Client Types
- Individuals
- Families
- Business Owners
- High-Net-Worth Individuals
- Retirees
Fees & Compensation
GOLDSTRAND PLANNING GROUP operates on a fee-based compensation model. This means that they charge a percentage of the assets under management as their fee. They do not earn any commissions, ensuring that their recommendations are unbiased and in the best interest of their clients.
Background
GOLDSTRAND PLANNING GROUP was founded by John Goldstrand, a seasoned financial advisor with over 30 years of experience in the industry. The firm is headquartered in New York City and has offices in major cities across the US. They have a team of experienced and highly qualified advisors who work together to provide the best financial solutions for their clients.
Financial Advisor Disclosures to Know
GOLDSTRAND PLANNING GROUP is a Registered Investment Advisor (RIA) and is legally required to disclose any potential conflicts of interest to their clients. Their advisors are also registered with the Securities and Exchange Commission (SEC) or state securities authorities, ensuring that they meet the highest standards of professionalism and regulatory compliance. Clients can also access their advisor’s disclosures through the SEC’s Investment Adviser Public Disclosure (IAPD) website.