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WEALTH MANAGEMENT & GUIDANCE
Post-sale planning for
purpose-driven entrepreneurs.
Post-Sale
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.
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.
It's worth a conversation.
It's worth a conversation.
1
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.
2
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.
3
Get a path forward.
By the third time we talk, we’ll present a path forward that thoughtfully considers the unique opportunities you have as an entrepreneur.
At no point in these three calls will you commit to our service. In fact, 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.
1
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.
2
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.
3
Get a path forward.
By the third time we talk, we’ll present a path forward that thoughtfully considers the unique opportunities you have
as an entrepreneur.
At no point in these three calls will you commit to our service. In fact, 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:
Unlimited
possibilities.
You can talk to anyone you want, but we’ll only be talking to you. Unless, of course, you ask us to coordinate professionals in related areas and filter advice with your big picture in mind. We love doing that!
Independent
guidance.
You won’t spot hidden commissions or backdoor deals; our sole motivation is to help you do what’s best for you. In fact, there are times we’ll tell you not to invest because we don’t buy into trends. We play a long game.
Unrestricted
access.
We sync up as often as we need to for anything related to finances. Expect consistently thoughtful feedback based on our history with you, our experience in the industry, and our real-time insight of the market.
It can be hard to know who to trust. To give you a sense of how we serve, we promise:
Unlimited
possibilities.
You can talk to anyone you want, but we’ll only be talking to you. Unless, of course, you ask us to coordinate professionals in related areas and filter advice with your big picture in mind. We love doing that!
Independent
guidance.
You won’t spot hidden commissions or backdoor deals; our sole motivation is to help you do what’s best for you. In fact, there are times we’ll tell you not to invest because we don’t buy into trends. We play a long game.
Unrestricted
access.
We sync up as often as we need to for anything related to finances. Expect consistently thoughtful feedback based on our history with you, our experience in the industry, and our real-time insight of the market.
You might still be wondering…
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
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. 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
We offer generous access to:
Your wealth manager (Ryan)
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
When you work with Goldfin Group, your investments are held with LPL Financial, the largest independent broker-dealer in the United States.* LPL Financial has a long-standing reputation for providing custodial services to advisors and their clients.**
Your accounts are protected by Securities Investor Protection Corporation (SIPC) coverage,*** which protects against the loss of cash and securities due to broker-dealer insolvency, up to $500,000, including $250,000 for claims for cash. Additionally, LPL provides supplemental insurance protection through Lloyd’s of London,**** offering coverage beyond SIPC limits. With LPL, your assets are custodied at a firm with over $1.8 trillion in assets under management (AUM) and a robust compliance infrastructure.***** This ensures that your investments are held securely and managed with utmost care, giving you confidence and peace of mind. If you have additional questions about LPL Financial or your account security, feel free to reach out—we’re happy to discuss this further!
*LPL Financial: Based on total revenues, as reported in Financial Planning magazine, June 1996-2023. **LPL Financial is a member of FINRA/SIPC. ***Visit www.sipc.org for additional information about SIPC coverage. ****Lloyd’s of London supplemental insurance is subject to terms and conditions; it does not protect against market loss. *****LPL Financial’s AUM figure as of 2024
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.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS