Our personal financial advisors, backed by the power of Goldman Sachs, can partner with you to tailor a financial strategy to meet complex financial planning, investing and estate planning needs.
A dedicated PFM advisor can partner with you to craft a financial plan tailored to you as a roadmap for building your portfolio. Our advisors will:
Learn about our personalized planning process in our 5 steps retirement guide.
Based on the financial plan we tailor to you, your advisor will put the Goldman Sachs' resources to work for you to:
Your advisor can help you navigate the firm’s in-house resources in estate planning and coordinate with your legal and tax advisors to:
Learn more about the potential benefits of tax-advantaged vehicles and strategies by reading our guide Creating your legacy.*
*Goldman Sachs Personal Financial Management does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.
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