Empowering You to Achieve Your Financial Dreams

Fishgold Financial is a trusted financial planning firm dedicated to helping individuals and business owners meet their financial objectives since 1982. Our goal is to provide personalized planning, advice, and solutions designed to help you attain your financial aspirations. We integrate your financial well-being and goals with your cash flow, business, taxes, retirement plans, family needs, savings, investments, liabilities, risk management, and estate planning.

Wealth Management Services

We offer comprehensive wealth management services that cater to your unique needs and desires. Our approach is tailored to help you attain your retirement income objectives and protect your wealth through tax strategies, various trusts and legal documents, and insurance.

Retirement Income Maximization
Comprehensive Financial Planning
Wills, Trusts and Estate Planning
Tax Reduction Strategies
401k Fund Picker
Personal Report Investment Advice and World Class Management
Asset Protection and Risk Management Strategies
Business Transition Planning

Retirement Redefined

Across the country, attitudes about retirement are changing, and we understand that everyone's vision of retirement is different. Our goal is to help you redefine retirement on your terms, whether that means traveling, educating family members, maintaining your lifestyle, or pursuing your favorite hobbies and activities.

Personalized Planning

At Fishgold Financial, we believe that every individual has unique needs and aspirations, which is why we take the time to learn about you and your goals. Together, we create a customized roadmap that guides you toward your desired destination. Regular check-ins and adjustments ensure you stay on track to achieving your financial objectives.

Helping Individuals and Business Owners

Our objective is to help you plan and make informed decisions, so you can enjoy a fulfilling retirement, preserve and grow your wealth, and appropriately transfer your wealth to your loved ones. With over 40 years of experience and a robust financial plan, we aim to help you survive difficult financial markets.

Independent Financial Services

Fishgold Financial is an independent financial planning firm, giving us the flexibility to review, evaluate and select from the top providers of financial and professional services that meet your unique objectives. We work with the most respected financial institutions and offer personalized service and responsiveness to address your complexities.

Your Financial Roadmap

Creating a personalized financial roadmap is crucial for your financial success. With our expertise, we help you make smart choices, analyze your situation, and develop strategies tailored to your individual needs. Our goal is to cultivate a long-term relationship based on trust, competency, and performance.

Are You Retirement Ready?

Embarking on your retirement journey without a solid plan can be challenging. Our comprehensive and up-to-date retirement strategies, coupled with a knowledgeable team, aim to make the path to retirement less strenuous. Let Fishgold Financial help you feel confident and prepared for a comfortable retirement.

Update Share

Positive: The reviewer was satisfied with the service and praised the expert guidance and clear explanations provided.

Negative: The reviewer was unhappy with the service and felt treated poorly by the company when trying to contact them about their previous trust agreement.

Financial Services Review Summary

The reviews presented here appear to be about a financial services company, specifically a trust establishment service. The reviews share two vastly different experiences.

Positive Experience

The first review, given by Megan Fiedler, is a glowing 5-star review. She credits Valerie from Fishgold Financial for guiding her family through the process of developing a trust during a stressful time. Megan expresses gratitude for Valerie's expertise and looks forward to using the company's services again in the future. She highlights the importance of Valerie's ability to clearly explain the process and ensure everything was in order.

Negative Experience

The second review, given by Debbie Kahn, is a 1-star review. She shares a negative experience with the company, claiming that they were very rude and defensive when she recently contacted them about her previous trust agreement. Debbie accuses the company of treating previous clients poorly and describes them as the "worst".

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