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Creative and dependable planning tailored to your needs
Goldfinch Financial brings over 25 years of experience to the table for our clients. We are creative, honest, dependable, and professional.
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get started with our
simple and effective process
Take the first step to more confidence in your retirement. We utilize a simple yet effective approach to retirement planning to ensure each and every client leaves with a clear understanding of what they were looking for. Read an overview of our process below.
Brainstorm
Initially, we will meet to brainstorm what your dream retirement looks like and how we can help.
Create
Next, we will come up with a plan together that incorporates our services and your needs.
Finalize
Once we have agreed on a plan of action, we can finalize all the details and get the plan in motion.
continuous education
attend a free seminar or workshop
We offer workshops with need-to-know information about retirement that are open to the public. Sign up today to learn more about a financial topic and meet the team at Goldfinch Financial!
see how we help our clients
explore our financial products & services
We use a creative and dependable approach with our clients to find the best solution for them. Each person has a completely different financial situation, and a cookie-cutter approach just won’t cut it! With Goldfinch Financial, you can count on an individualized approach for your individualized goals.
We offer a variety of plans within a wide range market to give our clients the best packages at the best prices for Life Insurance.
At least 70 percent of people over the age of 65 will need long term care services and support at some point in their lifetime.
There are many strategies that can be employed to help protect your assets, we can discuss all options and determine what is best together!
Optimizing Social Security can be tricky, we’re here to answer all your questions and get you set up on the right path.
As an independent agency, we have the ability to shop almost all of the many insurance companies that offer Medicare Supplements.
meet our team
meet the faces of goldfinch financial
Goldfinch Financial brings over 25 years of experience to the table for our clients. We are creative, honest, dependable, and professional.
learn where you stand
Get your complete annuity analysis
At Goldfinch Financial we are determined to offer our clients the most competitive annuity on the market. There is not a ‘one size- fits all’ annuity. To determine whether an annuity makes sense for you we complete a ‘full needs’ analysis.
(515) 216-1181
see how we help our clients
hear others' testimonials
“We attended one of their dinners and later met with them to do a policy review of our life insurance. It is a good thing we did. We had no idea what we had! Our experience with Kevin and Adam was delightful and pressure free.”
Mr. & Mrs. L.Clients
“Met with Adam and was very skeptical about changing my Medicare Insurance. They assured me that they were experts. They are! They saved my wife and I thousands of dollars in the first year alone! We plan to continue to save thousands a year due to their experience.”
Bud H.Client
"Working with Adam and Kevin was a pleasure. I have dealt with many other insurance people in the past and this was by far the most easy and fun experience.”
Arlene W.Client