PFM 5 steps LP Guide cover

5 step retirement guide

Our personal financial advisors’ retirement guide can help you feel more confident you can live the life you want today, while you plan for tomorrow.

  • What do you want your retirement to be?
  • Determining the financial resources you’ll need
  • Creating a retirement paycheck
  • Building your tax and asset allocation strategy

Get our 5 step retirement guide

By submitting this information, you acknowledge that PFM will use your information as described in our Privacy Policy and Terms of Use and you request that we contact you to discuss our products and services. We may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly.


To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.

Thank you for requesting a copy of "5 steps to optimize your retirement strategy".

Your request was received.

An email with a link to download the guide was sent to your inbox.

In a moment, you will be automatically redirected to explore our financial life insights articles.

Thank you for requesting a copy of "3 principles of financial confidence".

Your request was received.

An email with a link to download the guide was sent to your inbox.

In a moment, you will be automatically redirected to schedule time for a Goldman Sachs PFM Team Ambassador to contact you.

Our advisors are a partner in your corner, backed by the power of Goldman Sachs

  • Understand your mindset

    Your advisor goes deeper to see what shapes your view on money.

  • Your financial strategy

    Your advisor builds a plan based on your values, priorities, & beliefs.

  • Implement your plan

    Your advisor acts as a personal CFO, saving you time for what matters most.

United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Services are offered through United Capital Financial Advisers, LLC and/or GS& Co., member FINRA/SIPC.