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Disclosures 

Website Content

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Goldman Financial Planning unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

All trademarks, registered trademarks and service marks on this website belong to their respective owners.

Links to Other Websites

The Goldman Financial Planning website offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the Goldman Financial Planning website. These sites are managed by unaffiliated organizations that do not have a business relationship with Goldman Financial Planning. These links are only offered for use at your own discretion.

Goldman Financial Planning does not provide, and is not responsible for, the product, service, or overall website content available on third-party sites. By providing links to these sites Goldman Financial Planning is not promoting, approving or endorsing either the content of the sites or any product or service offered by the sites’ sponsors.

The Goldman Financial Planning privacy policies do not apply to linked websites. You should consult the privacy disclosures on each third party site for further information. Third party websites may provide different security features than the Goldman Financial Planning website.

Registration Information

Advisory services are offered through Goldman Financial Planning, Inc., a registered investment advisory firm in the states of Maine and Texas. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

Privacy Statement

Our firm collects non-public personal financial information about its clients from the following sources:

  • Information clients or their legal agent provide to complete the engagement;
  • Information clients provide in agreements and client-firm documents;
  • Information clients provide orally; and
  • Information received from third parties, such as banks or custodians, about transactions.

The firm does not disclose non-public personal information about its clients to anyone, except in the following circumstances:

  • When required to provide services clients have requested;
  • When clients specifically authorize the firm to do so in writing; or
  • When permitted or required by law.

To ensure security and confidentiality, the firm maintains physical, electronic, and procedural safeguards to protect the privacy of its clients.

Identifiable information about a client or prospective client will be maintained during the span of the engagement, and for the period thereafter as required by securities and privacy laws. After that time, information may be destroyed.

The firm will notify clients in advance if its privacy policy is expected to change.

Portfolio Performance

Performance projections are modeled based upon past performance, and are hypothetical in nature. Past performance does not guarantee future results. Goldman Financial Planning does not warrant or guarantee that any client’s investment performance will resemble that of historical portfolios.

The hypothetical performance data illustrated is based on the probability of selected investments to achieve a level of return given a certain level of risk. The historical performance data used in these illustrations includes hypothetical interest and dividends earned and fees charged. They do not take into account the impact, if any, of taxes on the hypothetical portfolio. This data is not based on actual trades, but rather on simulated trades within a hypothetical portfolio, using information that could only be known after the fact. Therefore, it is important to understand that hypothetical performance information is not based on the actual performance of any existing portfolio. Past returns on any investment, whether actual or hypothetical, do not guarantee future results.

The information presented is based upon research that Goldman Financial Planning believes to be reliable and current, but the accuracy of such research cannot be guaranteed. This information is for educational purposes only and is not intended as an offer, recommendation, or endorsement.

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Goldman Financial Planning, LLC.
19 Northbrook Drive
Falmouth, Maine 04105


(207) 781-3500

hello@GoldmanFP.com


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