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.
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.
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.
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.
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.
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.
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 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.
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.