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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.
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.