GOLDMARK FINANCIAL PLANNERS, LLC

An Oregon Independent
Registered Investment Adviser

       
 

Goldmark Financial Planners, LLC is an independent Oregon Registered Investment Adviser. It is also a licensed Life and Health Insurance Agency.

Our goal is to provide individuals, families and small companies (generally fewer than 50 employees) with comprehensive, low cost investment, insurance and financial planning advice.

Investment and financial planning services are provided on a fee-only basis. We can either manage your portfolio using a national discount broker (TD Ameritrade Institutional) as third party custodian,

 

advise you on how to manage your own accounts, assist you in rollovers, transfers, closing or setting up accounts. We can also assist you by researching and helping you solve specific financial questions or situations on an hourly basis.

Life, health, disability, long-term care insurance and annuity purchases are some of the most far reaching and largest outlays the average person, family or company makes. We are not beholden to any one provider and will search the market for the solution that best fits your need.

Our Financial Blog

Recent Activity

August 25, 2016

Paying Off Student Loans

Actively managing your debt is an important step, and your student debt may be one of the biggest financial obligations you have. There are many strategies that could help you manage student loans efficiently. ...

November 11, 2015

Retirement Assets and Divorce: What is a QDRO?

For a married participant in an employer sponsored retirement plan or an IRA the spouse is designated as the primary beneficiary unless s/he waives this right in writing. If you or your spouse ...

June 09, 2015

Does Financial Advice Have an Impact on Peoples' Behavior?

According to a recent online article of the Wall Street Journal we financial planners might want to believe so. On May 19 WSJ.com wrote: 'Fewer Retirees Start Social Security at Age 62.' For those ...

April 16, 2015

Dating and Money - What Money Traits Make an Attractive Mate?

Every honest person will admit that they would rather be rich and healthy than sick and poor. And if you are in the dating pool, a certain amount of bling may play a role on whether and who to date or ...

February 09, 2015

Looking for a Life Partner? Improve your Budgeting Skills!

Surveys try to find out all kinds of things about our habits and preferences. So why not ask how money matters fit into the mating game? Popular belief would have us be attracted to a person with mint ...

September 24, 2014

Needing long-term care is a prospect most unsettling

That is probably the way the fictional detective Hercule Poirot (from the French speaking part of Belgium) would summarize what more and more people are going to face. The US Dept. of Health's website ...

June 13, 2014

Claiming Social Security - Finding the best Strategy

The Social Security Program is simple and complicated at the same time. Simple because you barely notice it is there, unless you examine every one of your paychecks for the line with your contribution ...

We Are:

Wolfgang T. Sailler
Certified Financial Planner ™
wolfgang@goldmarkfp.com 

Joseph D. Witt
Certified Financial Planner ™
josephwitt@goldmarkfp.com
503-287-1292

401(k) & TSA participants
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PO Box 5190
Salem, OR 97304-3060
Office: (503) 375-0208
Home: (503) 587-9811
Fax: (503) 371-2615
Contact Us

 
 

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Contact Us

(503) 375-0208
wolfgang@goldmarkfp.com

 

 

 

PO Box 5190
Salem, OR 97304-3060

 


 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Goldmark Financial Planners, LLC, is a Registered Investment Advisor Firm in the State of Oregon. Prior to any advisory work conducted outside Oregon, Goldmark Financial Planners, LLC, would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

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