Services We Provide You

Fishgold Financial has helped individuals and business owners since 1982 by using financial planning centered on obtaining your objectives.  We help you plan a satisfying retirement so you can live the lifestyle you've dreamed. We help business owners and professionals transition their business using a team approach.  We provide comprehensive wealth management which integrates your financial planning strategies with your retirement income needs, investment management, wealth preservation, asset protection, estate planning and tax planning. We are also licensed to prepare trusts, wills and other legal documents that integrate with your wealth management objectives. If you have a 401k, we provide assistance in helping you make investment choices within your account.

Fishgold Financial is your source for independent financial service providers, professionals and world-class investment management options. We continually review the options available organizations and strategies may be best for you given your needs and objectives. If we feel an organization or strategy no longer is meeting your objectives, we will recommend replacing that position with a more suitable one.

We use open-architecture investment platforms, so that clients may access multiple investment options and multiple money management and risk management strategies. This approach has been especially valuable during these difficult markets or when client objectives change. We regularly meet or speak to our clients on a scheduled quarterly review. During these reviews we were able to discuss market conditions and client needs and then make the appropriate changes if necessary in the strategies. The platform we utilize makes it easy to make the important portfolio changes.

We provide 401k investment guidance that participants are not getting from their employer. Each week we analyze hundreds of 401k plan subaccounts. We provide a customized report based on the 401k plan options that helps investors chose what subaccounts are best based on market conditions and investor objectives. We generally recommend that the client update their report with us quarterly and then review their selections with us and make the necessary changes if needed. This program is nominal in cost to the client.

We serve individuals and businesses.

We provide an initial complementary consultation to prospective clients.  If we mutually agree that our association would be beneficial to you, then we will proceed with the gathering of information and the planning process.