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Comprehensive Financial Planning

As your life changes, your financial plan has to be flexible enough to evolve with it. Throughout life you may change jobs, get married, have kids or grandkids, buy a house, start a new business, or inherit money. Almost all life events bring new financial risks and opportunities so you need a financial plan that changes with you. Our financial planning process is designed to help you make better decisions and allow you to use your money as a tool to live the life you want. We are committed to providing objective observations and delivering specific, actionable recommendations to help you create, grow, and keep wealth.

Your goals are unique and are the central focus of your financial plan. Gaulden & Associates works closely with clients to learn what matters to them most. We’ll help you make sure the most critical tasks are prioritized quickly, while carefully scheduling secondary tasks in the future so they’re not forgotten. This work helps set a path to achieving your goals, simplifying your financial life and allowing you to make smart choices through informed decisions.

Once we have identified your goals, our advisors create a strategy tailored to you with specific, actionable recommendations. We’ll look at the various paths you could take, evaluate the probabilities of success, then make a decision that aligns with your goals and values. When implementing your plan, Gaulden & Associates provides accountability, guidance, and advice along the way. We’ll periodically meet to review and adjust your strategy to make sure it remains in line with your current situation.

Common planning questions:

  • Do I have enough to retire?
  • How much do I need to save?
  • What’s the best investment portfolio for my situation?
  • Which types of accounts should I be using?
  • When should I exercise my stock options?
  • Should I rent or buy my home?
  • Can I rely on Social Security?
  • Should I pay down my debt or invest?

Customized Investment Management

Making the right investment decisions is critical to building wealth. As fiduciaries, we offer unbiased, transparent guidance based on only what’s best for you. Our investment process is designed to produce the investment results you need to achieve your life goals. We believe that utilizing a long-term, disciplined, and analytically rigorous process can produce asset growth while managing risk appropriately.

At Gaulden & Associates, you will work with an experienced advisor to determine your goals, risk tolerance, growth expectations, tax situation, and income needs. Your portfolio will be tailored around your preferences, constraints and targets - purposefully built to give you the best chance at achieving your goals.

We diligently analyze and select investments and diversify portfolios thoughtfully across risk factors, geographies and asset classes. Portfolios are continually monitored for risk and opportunities to give you peace of mind. You will receive  frequent communication from your advisor to ensure that your portfolio reflects your changing circumstances.

For more information about our firm and the services we offer, give us a call at the office. We would welcome the opportunity to speak with you.

(919) 361-9898