Connect with a financial advisor: 833-346-5433
Connect with a financial advisor

EXTENDED FINANCIAL SERVICES

A Wide Range of Services to Help You Live The Life You Want

To help you make more informed and intentional financial decisions through our proprietary Personal Financial Management process, we’ve developed Extended Financial Services. These Extended Services are designed to help you act on those decisions by addressing every aspect of your financial life.

FinLife 360 Investment Services

Guided By Your Financial Advisor

Through our Extended Financial Services, you gain access to a wide range of services to fit your needs across your financial life. Through national and regional partnerships with experienced professional and lifestyle service providers, we help ensure that your financial life is always working towards the life you want.

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FinLife Services

Goldman Sachs Personal Financial Management delivers more than conventional planning. Using our proprietary Personal Financial Management process, our financial advisors help you make clearer, informed, intentional decisions. Because when you can make better choices, you can live the life you want.

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Financial Services

In addition to the traditional suite of financial services, we can connect you with third party insurance professionals, trust services and banking institutions. We also have partnerships to assist you with Medicare decisions or caring for loved ones with special needs.

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Household Services

We believe that the best measure of sound financial health is more than a well-diversified portfolio. It’s the sum of the day-to-day budgeting decisions you make over time. Our financial advisors can connect you to budgeting and allowance tools, personal and business legal services, tax consulting, and office services.

Guidance Driven Risk Management

At any stage of life, insurance helps provide you confidence today and security for the future. Our experienced advisors and sophisticated insurance professionals can show you how.

  • Potential tax consequences of annuities and life insurance
  • Liquidity when your heirs need it most
  • Evaluating your existing assets
  • Insured retirement options
Financial Advisor Practice Management Tools

Retirement Planning

We tailor retirement planning services for corporate employees who would like to gain clarity about retirement plans. Our program is a specially tailored service to create personalized financial plans and strategies, so you may live the retirement you want.

Find A Location

More Than 240 Financial Advisors In 100 Offices To Serve You

Find your local advisor and plan your financial future. With more than 240 financial advisors across 30 states and 100 offices, we can help you implement a financial plan tailored to your personal goals.

See All Financial Advisory Locations

Speak With a Financial Advisor

We’re here to listen. Tell us about yourself, and we’ll reach out to you at no cost or obligation.

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Want to speak with us now? Give us a call at 833-346-5433

United Capital Risk Management, LLC (UCRM) is an insurance agency and a subsidiary of United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. UCRM and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

The information contained herein is intended for information only, is not a recommendation to buy or sell any securities, and should not be considered investment advice. Please contact your financial advisor with questions about your specific needs and circumstances. Any guarantees and protections are subject to the life insurance company’s claims-paying ability.

GS PFM does not provide trust services. GS PFM does not receive any compensation for referring clients to third party trustees. GS PFM does not have any authority to hire or fire a trustee on behalf of its clients. Any decision to hire a third party trustee is strictly up to the individual client. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.