Gosho Financial Group

At Gosho Financial Group, we are dedicated to helping our clients achieve their life goals through financial planning and investment management. Our team of experienced professionals is committed to providing personalized service and customized financial solutions tailored to each client's unique needs and goals.

Our Mission

Our mission is to help our clients achieve their life goals through financial planning and investment management. We believe that a well-crafted financial plan is essential for achieving one's lifelong goals. Our team of experienced financial professionals will work closely with you to create a personalized financial plan that takes into account your unique financial situation, goals, and risk tolerance.

Our Approach

At Gosho Financial Group, we take a comprehensive and personalized approach to financial planning. We believe that financial planning should be more than just a financial plan - it should be a life plan. Our approach is centered around understanding our clients' values, goals, and priorities. We believe that a well-crafted financial plan should be designed to help our clients achieve their lifelong goals, from saving for retirement to ensuring the financial well-being of their loved ones.

Services

We offer a range of financial services designed to help our clients achieve their financial goals. Our services include:

• Financial Planning: We work closely with our clients to understand their financial goals and develop a personalized financial plan designed to help them achieve those goals.
• Wealth Management: We offer a range of investment options designed to help our clients grow their wealth and achieve their financial goals.
• 401k Management: We help our clients manage their 401k accounts and ensure that their retirement savings are on track to meet their financial goals.
• Eldercare Planning: We help our clients plan for the financial and emotional well-being of their loved ones as they age.
• Retirement Planning: We help our clients plan for a secure and comfortable retirement, taking into account their financial goals, risk tolerance, and individual circumstances.

Personalized Service

At Gosho Financial Group, we believe that personalized service is essential to achieving our clients' financial goals. Our team of experienced financial professionals is dedicated to providing exceptional service and ongoing support to ensure that our clients' financial plans remain on track to meet their goals.

About Our Principal

Our principal, Carol Gosho, CFP, is a veteran San Francisco investment advisor with over 40 years of experience in the financial services industry. She has a deep understanding of financial markets and a commitment to delivering exceptional service to her clients. Carol is a CERTIFIED FINANCIAL PLANNER (CFP) professional and a member of the Financial Planning Association (FPA) of San Francisco and Silicon Valley.