YOUR WEALTH IS COMPLEX.

WE HELP MAKE IT EASIER.

Our team focuses on market insights and asset allocation to help clients grow their wealth or generate investment income. We create research-backed, tailored portfolios designed to balance financial objectives with risk tolerance, ensuring a balanced approach. 

We also provide fee analysis, risk assessments, concentrated stock analysis, and tax projections to give clients a clear view of their investment outcomes. 

Through a detailed cash flow analysis, we assist our clients in creating a healthy budget and holistic financial plan. By tracking income and expenses, we implement strategies to meet a client’s cash flow needs today and in the future. GoalVest helps budget, project income, and create steady income even in retirement.

Executive compensation can be complex, with elements like stock options, restricted stock, perks, and retirement packages. We simplify this process by analyzing each part, estimating after-tax impacts, and creating a plan to manage options, reduce risk, and minimize taxes -- empowering clients to make informed choices about their compensation. 

Retirement planning involves five key steps: estimating expenses, determining time horizons, calculating required after-tax returns, assessing risk tolerance, and engaging in estate planning. Since retirement plans evolve over time, your team at GoalVest will update your investment portfolios and estate plans to align with current goals and circumstances.

In order to effectively plan for a child or grandchild’s education, we take a thorough look at tax-advantaged 529 tuition plans, Coverdell Education Savings Accounts, and a variety of investment choices to help secure your loved one’s academic future. 

Tax-sensitive investing is a key component of a sound financial plan. At GoalVest, we explore various methods to optimize investments and minimize tax liabilities for clients. These strategies may include tax loss harvesting, asset location, distribution strategies, and managing required minimum distributions. 

Our goal is to strategize with individuals to minimize their estate taxes, establish a solid transfer of wealth, and ensure that client wishes are fulfilled.​​  We review all key components such as trust planning, wills, health care proxies, power of attorney, and ethical wills/legacy letters and partner with experienced estate attorneys to provide comprehensive solutions.

We help our clients leave a lasting legacy. Our process begins by understanding their charitable intentions, allowing us to guide clients in legacy planning and the creation of value-based wills. By integrating charitable gifts into their financial plan, we aim to help our clients maximize the benefits and impact of their philanthropy. ​​