GOLDMARK FINANCIAL PLANNERS, LLC

We Are:

Wolfgang T. Sailler
Certified Financial Planner ™

Joseph D. Witt
Certified Financial Planner ™

Email Us

401(k) & TSA participants
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PO Box 5190
Salem, OR 97304-3060

Call or Write:
Office: (503) 375-0208
Home: (503) 587-9811
Fax: (503) 371-2615
wolfgang@goldmarkfp.com

401(k) Account Monitoring Services

When was:

  • The last time you checked the balance in your defined contribution account?
  • The last time you checked the available investment options?
  • The last time you researched the appropriateness of the selections for your circumstances?
  • The last time you made an asset allocation? And

When was:

  • The last time you rebalanced your investments?

Time moves on. With it investment opportunities change. Things go up, things go down, new investments open up, others close. Stay on top of changes that are important to your future. For a modest hourly fee, either for one-time sessions or ongoing monthly monitoring we can help you to keep your defined contribution account in balance, given your objectives. Call Wolfgang at 503-375-0208  to learn more.

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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