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

Plan in a Dynamic Way

How we help you plan in a dynamic way 748x400

Building a dynamic plan can help you stay confident and adapt as your goals and resources change.

Know Where You Stand

Financial Control Scorecard® answers the question "Where do I stand financially today?". This provides valuable insight about whether your current savings and investments align with your spending and goals, so that your advisor can evaluate if a course correction is necessary.

  • See if you are on track to meeting your financial goals.
  • View your funding score, so you know where you stand at all times.

Prioritize Your Objectives

Our financial-planning software helps you establish and prioritize your financial objectives with the trade-offs you need to make along the way.

  • Identify and prioritize your investment goals.
  • Track your net worth in one easy screen.
  • View and manage your outside accounts.
Financial Planning Tools & Resources

Retirement Planning

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

  • 401(k) savings guidance
  • Pension planning
  • Retirement income strategies
Explore Our Retirement Services
Goldman Sachs Personal Financial Management - Investment & Fiduciary Services

High-Net-Worth Services

Through our personal, engaging process, we’ll help you identify your personal values and objectives that affect planning for children, aging parents and other areas of long-term family management. By starting with complete information, honest analysis and deliberate action, we’ll guide you with the tools and advice you need to reach your family's financial goals:

  • Estate, Education, Philanthropic and Legacy Planning
  • Income and Estate Tax Planning
  • Succession Planning
Explore Our High-Net-Worth Services

Additional Services to Help You Live The Life You Want

You need more than an advisor who focuses solely on your investment performance. You need someone that can help you make the right choices around every part of your financial life. Our Household Services give you and your financial advisor access to a range of options for every aspect of your financial life.

Explore Our Household Services

Learn more about the personalized implementation of your plan.

Explore Step 3

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