Before you find out what a financial planner will do, find out what they won’t do.
Bob Goldman Financial Planning provides hourly, as-needed financial planning and advice. Unlike many financial advisors, we don't sell stocks, annuities or insurance policies, nor do we manage client investments. Therefore, we do not receive commissions or fees for management services or sales. This enables us to be 100% objective. With no conflicts of interest, the only person Bob Goldman Financial Planning has a vested interest in pleasing is you, the client.
What we will do is develop a clear-cut financial plan to help you reach your financial goals. It can be a comprehensive plan, including a wide range of issues, or a more focused plan addressing a specific aspect of financial life that concerns you: investing, college costs, home purchase, and more.
At Bob Goldman Financial Planning, we look forward to answering your financial questions and helping you plan for your financial future.