WEALTH MANAGEMENT & GUIDANCE
Post-sale planning for
purpose-driven entrepreneurs.
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Post-Sale
You have achieved what most can’t imagine; you never have to worry about money again. So why do you feel unsettled?
Probably because earning a heap of money all at once (from, let’s say, the significant sale of a business) can create a new kind of angst. For as long as you can remember, you’ve chased financial security. Then, all of a sudden, you stop. It’s unnerving and may be a reason why so many successful people end up feeling… lost.
Hey, I’m Ryan.
I lead Goldfin Group, a wealth management firm for entrepreneurs, and listen—I get it. You’re on the top of the world, but you’re up there alone. What’s this all for?
I’m an entrepreneur, too, so I know that major wins can result in major questions. Our work starts by helping you answer those questions with meticulous intentionality. Then, as we carry out a plan designed to protect and grow your resources, I’ll be here for everything else that comes up along the way.
No matter why you call, I’ll always help you consider, “How does this impact my mission?”
In fact, when you work with us, you join a whole community of high-net-worth entrepreneurs figuring life out together.
I’d love to tell you more.
Grab a time to chat.
To explore our services in a no-pressure setting, click “Let’s Talk” and schedule a short intro call with me, Ryan.
Go a little deeper.
If you want to continue our initial conversation, we’ll schedule time for you to share more about your circumstances and goals.
Get a plan.
By the third time we talk, I’ll present a path forward that helps you embrace the unique opportunities you have post-sale.
At no point in these three calls will you commit to our service. Even as our client, there are no contract periods. Your money is your money, so if we’ve not lived up to your expectations, we’ll make it right.
It can be hard to know who to trust. To give you a sense of how we serve, we promise:
Unconventional
guidance.
We reject off-the-rack plans designed by off-the-rack advisors. Instead, we come alongside you as you define what’s most important to you in a new phase of life, then help you go after it with wisdom and purpose.
Unparalleled
support.
The support you receive starts with us, but it doesn’t end there. As our client, you join a community full of brilliant entrepreneurs (with down-to-earth personalities) who embrace doing life together.
Unlimited
access.
We sync up as often as we need to for anything in your life related to finances. Expect thoughtful feedback based on our history with you, our experience in the industry, and our real-time understanding of the market.
DOWNLOAD: How to Raise Unentitled Kids
You might still be wondering…
What type of advice can you offer?
If it has to do with finances, we have an educated stance. We help our clients in these areas and beyond:
Entrepreneurial decisions
- Guided self-assessment
- Leadership retreats (Goldfin Summit)
- Strategic planning and vision setting
Holistic financial health
- Cash flow planning
- Goals-based planning
- Insurance adequacy
- Estate planning strategies
- Tax planning strategies
- Debt management and optimization
- Liquidity planning
Personal growth & development
- Work-life balance strategies
- Encouraging life in accordance with personal values and principles
Business health & growth
- Identifying potential weak links in the business
What type of wealth management services do you offer?
We help our clients design and execute financial strategies that are as unique as they are. Here’s a long list of things we consider, and frankly, these are just the beginning.
Investments
- Customized portfolio creation based on individual risk tolerance, financial goals, and time horizon, including regular rebalancing to attempt to ensure alignment with target allocations and behavioral investment management during periods of market volatility.
- Alternative investments, including the assessment of non-traditional investment options (such as real estate and commodities) and also an ongoing evaluation of opportunities for diversification beyond standard securities.
- Tax-efficient investing, including implementing tax-harvesting strategies to potentially minimize tax liabilities, guidance on tax-advantaged investment vehicles and accounts, and strategies to manage taxable events during asset buying or selling.
- Income planning, including the assessment of current long-term assets and future needs, strategy development for attempted asset growth and protection, recommendations on account types based on individual situations, and Social Security planning (when you get there).
- Performance monitoring & reporting, including periodic performance reviews and detailed reporting, clear communication on portfolio changes, reasons behind decisions and expected outcomes, and transparency on fees, costs, and any potential conflicts of interest.
- Risk management, including evaluation of portfolio risks in line with global and local economic conditions and continuous monitoring for potential systematic or unsystematic risks that might impact the portfolio.
- Managing assets of aging parents, including assistance in reviewing and consolidating financial assets, strategic advice to attempt to ensure their long-term care needs are met and assets are used judiciously, help navigating complex financial situations (such as selling real estate or managing trusts), and ensuring a smooth transition of wealth while minimizing potential family conflicts.
Financial planning
- Tax saving strategies
- Estate planning strategies
- Personalized planning for unique goals
Proactive planning sessions (PPS) 2x/year
- Short, semi-annual, agenda-driven reviews
- Tax-saving opportunities and legislative updates
- Goal alignment and reassessment
Customized workshops & training
- Tailored sessions based on client needs, ranging from business development to personal financial management
What else is included in your support?
We offer generous access to:
Your wealth manager (Ryan)
- as needed by phone or video
- in person usually 1x/year
Networks
- A community of like-minded entrepreneurs
- Referral opportunities within the entrepreneurial ecosystem
Relevant professionals
- Introductions to vetted M&A attorneys, investment bankers, business coaches, CPAs, estate attorneys, etc.
- Goldfin Group’s cultivated list of trusted experts on non-business/financial industries
Goldfin summits & workshops
- Exclusive invitations to events focusing on entrepreneurs’ unique challenges and opportunities
- Opportunities to network, learn, and grow in a curated environment
Where is my money held?
We’ve partnered with Charles Schwab to be the custodian for our client accounts. They are the company that holds on to your assets. We chose Charles Schwab, in part because they are one of the nation’s largest publicly traded investment services firm. They are even more prominent with the completion of their acquisition of TD Ameritrade in late 2023.
For deposits, checks are made payable to Charles Schwab and deposited directly with Charles Schwab via mail or check scanning. Goldfin Group does not maintain custody of client assets.
Please read this from their “How Schwab Protects Your Assets” report, which can be found here.
For more information about account protection, visit: https://www.schwab.com/legal/account-protection
Have another question? Please reach out.
Multiply your opportunity
for impact.
I seriously doubt “fading into the horizon” interests you. This is the time in your life when you get to blow past financial security and unlock a new level of significance. We’d be honored to come alongside you as you uncover what’s next—for life.