GOLDMARK FINANCIAL PLANNERS, LLC
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. |
Recent Activity
March 01, 2018
Those of you who work for a paycheck will by now have noticed lower federal tax withholdings even if you do not follow the news. But you will just have gotten used to the lower rates by the time they will ...
December 26, 2017
Charity scams often pop up during the end of the year as scammers attempt to take advantage of the holiday spirit. A charity scam is when a thief poses as a real charity or makes up the name of a charity ...
August 25, 2016
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
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
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
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
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 ...
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
click here
PO Box 5190
Salem, OR 97304-3060
Office: (503) 375-0208
Home: (503) 587-9811
Fax: (503) 371-2615
Contact Us