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Building relationships.
Leaving legacies.

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At Goldfinch Financial Strategies, our goal is to help our clients reach financial awareness with added peace of mind.

By gaining an understanding of our clients’ specific financial goals and recommending a personalized retirement income strategy, we help make sure each and every one of our clients is in a better position to reach their financial goals and secure optional retirement income they won’t outlive.

Goldfinch Financial Strategies focuses on working with three primary groups:
• Pre-retirees
• Retirees
• Professionals

Our main focus is to give them additional security, predictability of principal and income, and a better understanding of their financial needs and goals.

Get my Where Do I Stand Plan.
A comprehensive roadmap to your retirement.

Tune into Wade’s radio show,
“Smart Money Strategies.”

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790AM KURM

Tuesday at 9:30 a.m.
Thursday at 4:30 p.m.
Saturday at 9:00 a.m.

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Patrick Kelly’s book, Stress-Free Retirement.