Bob Goldman Financial Planning

Specialties

Hourly, as-​needed financial planning and investment advice. We do not sell stocks, annuities or insurance policies, nor do we manage client investments for a fee. This enables us to be 100% objective. And in volatile economic times like these, an objective view of your current financial situation may be exactly what you need most.

If you’ve put off talking to a planner because you didn’t think you had sufficient assets, or because you didn’t want to work with a commissioned salesperson, a no-​cost, no-​obligation «Get Acquainted» meeting with Bob Goldman Financial Planning is the way to start. The meeting costs nothing and could put you on the road to a sound financial future.

History

Established in 2005.

Bob Goldman Financial Planning was established to offer two basic, and hard-​to-​find services. Instead of focusing on sales and commissions, Bob creates detailed financial plans, showing how decisions you make today can influence your financial future. He also provides objective advice on investments, including analysis and specific investment recommendations.

When it comes to those investment recommendations, Bob is not a market timer, nor does he believe anyone can forecast the future. That’s why he does not base investment decisions on what he thinks will happen in the markets, but what we know is happening with you.

A real financial plan will let us analyze your needs and your specific goals. Then, by working together, we can decide what level of market involvement — and risk — is most likely to help you reach those goals.

Meet the Business Owner

Bob G.

Business Owner

Bob holds a Certificate in Personal Financial Planning from the University of California, and is a member of NAPFA, the National Association of Personal Financial Planners, and an active participant of the Garrett Planning Network, the nation’s premier organization of hourly, as-​needed financial advisors.

Bob’s life experiences make him especially attuned to clients’ needs. For example, he understands what it’s like to:

* Raise children (he has three)

* Select the right investments in a confusing and volatile economic environment

* Finance a college education

* Buy a house in a challenging real estate market

* Care for elderly parents

* Start a business

* Make an estate plan

* Deal with the financial aspects of losing a job or ending a marriage

* Earn a good salary, or even two good salaries, and still experience the uncomfortable feeling of not being able to put aside the kind of money you know you will need to retire