GOLDMARK FINANCIAL PLANNERS, LLC
An Oregon Independent
Registered Investment Adviser
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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, |
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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
4 tips to help you avoid credit card fraud
The Consumer Financial Protection Bureau (CFPB) offers four tips to help you avoid credit card fraud and protect your information. Find out how you can avoid this type of fraud.
Take the financial literacy quiz
A recent edition of 'Investment News' was headlined: "The Financial Literacy Crisis" with the subtext that 'An inability to understand basic financial concepts is a growing national problem'. The scope ...
Important tax law changes for 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 ...
Be alert to charity scams during the holiday season
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 ...
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. ...
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 ...
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 ...
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
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PO Box 5190 |
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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. |