We manage investment portfolios and provide financial planning services on a fee-only basis.Our relationship begins with a complimentary introductory meeting to learn about your financial situation and goals. We also like to take this opportunity to introduce ourselves and our company and answer your questions.
Next, we prepare a proposal letter to you which has three parts:
After you review the proposal and we answer any questions you may have, you decide whether or not to engage GOZACS as your advisor.
As a client of GOZACS, we implement the agreed upon proposal and meet with you as needed or at least once a year. Our goal is to become your trusted advisor for any personal financial planning matter.
PORTFOLIO MANAGEMENT Each portfolio is constructed for your specific goals and constraints with rigorous attention to diversification, low cost and tax efficiency. Our portfolios are made of no-load Mutual Funds and for stability individual bonds, no-load bond mutual funds, closed end bond funds and when appropriate alternative fixed income investments.
FINANCIAL PLANNING Financial planning is a process of formulating, implementing and monitoring decisions that are directed toward helping you achieve your financial goals.
Success favors the well-informed. At GOZACS, financial planning means addressing with you issues concerning your financial life as they occur.
General Assistance
Some client require administrative assistance with their international banks. We will be happy to discuss our capabilities.
Contact us at info@gozacs.com to assess your projects feasibility.
Next, we prepare a proposal letter to you which has three parts:
- A summary of our discussion to ensure we have listened and accurately understood your situation and objectives.
- An investment management proposal.
- Recommended financial planning strategies.
After you review the proposal and we answer any questions you may have, you decide whether or not to engage GOZACS as your advisor.
As a client of GOZACS, we implement the agreed upon proposal and meet with you as needed or at least once a year. Our goal is to become your trusted advisor for any personal financial planning matter.
PORTFOLIO MANAGEMENT Each portfolio is constructed for your specific goals and constraints with rigorous attention to diversification, low cost and tax efficiency. Our portfolios are made of no-load Mutual Funds and for stability individual bonds, no-load bond mutual funds, closed end bond funds and when appropriate alternative fixed income investments.
FINANCIAL PLANNING Financial planning is a process of formulating, implementing and monitoring decisions that are directed toward helping you achieve your financial goals.
Success favors the well-informed. At GOZACS, financial planning means addressing with you issues concerning your financial life as they occur.
- Ensure protection of assets for children or from creditors
- Understand your insurance coverage and policies
- Lower taxes
- Evaluate and/or plan for career changes
- Accumulate and manage wealth
- Plan for retirement income
- Plan for higher education
- Reduce financial stress
- Manage an inheritance
- Diversify assets
- Leave a legacy
General Assistance
Some client require administrative assistance with their international banks. We will be happy to discuss our capabilities.
Contact us at info@gozacs.com to assess your projects feasibility.
