Our Services
Business Planning
We address the following areas of concern: planning for the continuation of your business; finding succession solutions; valuing a business and achieving maximum value; and providing key employee insurance and compensation plans. Business valuations through the largest global valuation firm are provided.
Employer Retirement Plans
Providing solutions, implementation and service of cost-effective retirement plans in order to attract, retain, reward and motivate productive employees. Plans are designed to allow owners and senior management to fully participate in these tax-advantaged vehicles.
Estate Tax Analysis and Legacy Planning
We provide a complete analysis of the potential estate and tax liability. Solutions to minimize this tax and conserve as much of your estate for your heirs, control the distribution and provide significant gifts to charitable organizations are provided.
Financial Planning
Fee-based financial planning will assist you in determining your financial goals and objectives, assessing your present financial situation, and providing recommendations for utilizing present and anticipated resources to achieve those goals. A comprehensive financial plan report will be prepared and presented to you, allowing for online access.
Goldstrand Planning Group is a Registered Investment Advisor.
Investment Management
We guide you in creating a diversified investment portfolio based on your investment goals, time horizon, liquidity needs, risk tolerance, tax impact, and economic and market conditions. Your personal asset allocation model measures your financial objectives and risk tolerance and seeks to reduce risk while maintaining a desired rate of return. Monitoring the progress, providing you with regular reports and review meetings, ensures that you are aligned with your objectives.
Fee-based investment advisory services are provided by Dennis J. Goldstrand, an Investment Advisor Representative. Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way, Cincinnati, OH 45242. (513) 794-6794.
Risk Analysis and Management
We will determine your risk exposure and audit your existing insurance coverage to provide expertise in determining the amount of coverage and type of insurance product. We can act as your broker to secure the appropriate product in the marketplace for life, disability income and long-term care (LTCI) insurance. Competitiveness of the product and financial strength of the provider will be a priority.
CA Insurance License #0523376