Today's complex financial and economic conditions can be overwhelming to many people. Every day seems to bring new financial challenges and decisions. We believe this is why more and more individuals are looking for help from a qualified financial professional.
Dan Goldie Financial Services can help. We can simplify your financial life and reduce the demands of managing your money. We work with you to help you realize your financial goals, preserve the financial benefits of a lifetime of work, and achieve financial peace of mind.
Our mission is to be the primary advisor for all aspects of the financial lives of our clients. We take the time to develop a detailed understanding of each client's individual circumstances to help them make smart financial and investment decisions.
We are the trusted advisor to many long-term investors who appreciate the benefits of capturing market returns with efficient, diversified portfolios.
We are driven by our passion to help our clients develop and follow a rational course of investment and wealth management.
Markets conditions may vary, but our values are steadfast. We are dedicated to operating our business with integrity and dedication based on the following principles:
- maintain honest, transparent, and open communication in every client relationship
- provide highly responsive, first-class service to all clients
- deliver unbiased, knowledgeable, and timely advice
- work hard to earn the trust and confidence of every client
We are a fully independent firm. We are not restricted to any investment product or service, and we work exclusively for the benefit of our clients. In fact, we have a fiduciary obligation to act in our clients' best interests.
We care deeply about helping our clients achieve their goals and objectives, and endeavor to provide the finest service and counsel to them.
If you are not already a client, we look forward to discussing with you how we might be of service to you and your family. We think you will appreciate the trust and confidence that comes from working with our firm.
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Company
News |
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Dan Goldie Named to Barron’s List of Top 1,000 Financial Advisors in U.S. |
(February 20, 2009) |
Dan Goldie Named to 2008 Barron’s List of Top 100 Independent Wealth Advisors in U.S. |
(August 18, 2008) |
Dan Goldie Named to 2008 Bay Area’s Top 25 Wealth Advisors List by San Francisco Business Times |
(June 2, 2008) |
click for more |
Some Recommended |
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Funding: The Generosity of a Quiet Kansas Man |
(Financial Times, January 26, 2009) |
What Should Investors Do Now? |
(Dimensional Fund Advisors Video, 2009) |
Retirement, Risk, and Return |
(Dimensional Fund Advisors Video, 2009) |
