The Process

We Make Sure You Never Have to Start Over

Market corrections shouldn’t be allowed to set you all the way back to square one. Your hard work ought to be rewarded.

A note from Jeff.

"As a member of a Marine Special Forces team, I was often tasked with “taking point” on patrols. The experience taught me a lot, but maybe the most important thing I learned is

Ambushes are Inevitable. Be Prepared, or as we often say in the civilian world: Life throws you curveballs."

Goldfinch Financial “takes point” for you and shows you how to navigate choppy markets so that you don’t have to start over.

Our Take Point and Take Charge Plan is easy:

Schedule an Appointment
Take our Investment Style Assessment
Review a customized strategy that we’ve created that will account for possible setbacks.

The Stakes

The stakes are enormous. Market corrections are inevitable, and they threaten to set investors back from their goals of retiring or putting their kids through college. Since no one wants to start over on their savings journey, we offer a simple assessment that will identify your investment vulnerabilities and craft a plan to tackle potential setbacks head on. Schedule your free appointment today, and begin the process of “ambush-proofing” what you’ve worked hard to earn.

A More Secure Tomorrow

At Goldfinch Financial, we show investors how to navigate choppy markets so that they avoid setbacks and keep what they’ve earned so that they CAN retire or pay for kids’ college (or whatever your goals may be).