As your clients’ goals change, they need the information and access to their financial advisor to help them make financial decisions along the way. FinLife® gives you the tools to fuel conversations, develop personalized road maps, and track action plans.
The Goals are assembled by you based on your clients’ priorities and goals.
Create a personalized, adaptable investment portfolio that is aligned with your clients' target-risk profile and their current preferences. Then, work with them to adapt their portfolio as their life and preferences change.
At any stage of life, insurance helps provide you clients confidence today and security for the future. Our experienced Risk Management team are sophisticated insurance professionals who can show you how.
The GuideCenter® is an online portal that allows clients to engage with you anywhere, anytime. It’s an easy way for clients to view their complete financial life in real time from any device.
Present clients a tangible approach to viewing their priorities, portfolios, and action plan in one place. GuideBook is an integrated, consolidated summary of your clients’ entire financial life.
Tell us about yourself at no cost or obligation.
By submitting this information, you hereby authorize and request that PFM contact through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services and you are consenting to receive certain materials from PFM by email or other means of electronic delivery. In addition, you acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.
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. To revoke your consent to receive communications electronically, please contact your GS PFM team.