Dedicated to your unique needs
about us
learn more about goldfinch financial group
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 below to learn about each step in our process.
get started with our simple and effective process
Brainstorm
Initially, we will meet to brainstorm what your dream retirement looks like and how we can help. Our goal is to end the meeting with a complete understanding of all your goals, wants and needs for retirement. Plus, we want to get an idea of your current lifestyle to ensure the plan we create together ticks every single box for you!
Create
Next, we will come up with a plan together that incorporates our services and your needs. At Goldfinch Financial, we pride ourselves on creative and dependable retirement planning. During this step, you will see our creativity in action and will get the overall say in what option you would like to pursue.
Finalize
Once we have agreed on a plan of action, we can finalize all the details and get the plan in motion. During this last step, you should feel 100% confident in your new plan and how it will work for you. If you have any last minute questions or concerns, do not hesitate to bring them up!
meet our team
Meet the Faces of Goldfinch Financial
At Goldfinch Financial, we pride ourselves on transparency with clients and a creative approach to retirement planning. Learn more about our owners and their lives so far.
Adam Coarts
Owner & Senior Agent
Finances run in Adam’s blood coming from parents who were accountants. It’s no surprise that he decided to create a career in finance as well. Adam, however, started out as a captive insurance agent, but soon learned that he could better serve his clients as an independent financial professional. From there, he decided to form Goldfinch Financial Group. Adam is licensed in Health and Life Insurance with almost two decades of experience in the industry. He specializes in Medicare/Medicaid, Annuities, Life Insurance, and Long-Term Care.
Kevin Turner
Owner & Senior Agent
Kevin began his career in the car industry where he learned how to effectively communicate and foster relationships with clients. After twelve years, he decided to make a career change because he desired to help others and wanted to better provide for his own family. He is licensed in Life and Health insurance and specializes in Medicare/Medicaid, Annuities, Life Insurance, and Long-Term Care. Kevin has now been in the financial industry for almost two decades. Throughout this time, Kevin has learned that most people truly need help and that an annual review by an independent professional can save them thousands of dollars per year.
Alex Duffy
Independent Insurance Agent
With a career in customer service and financial services since 1999, Alex has gained extensive experience at companies like Norwest Financial, Wells Fargo, Global Atlantic, Athene, and VOYA. His expertise spans loans, debt consolidation, and comprehensive financial planning, emphasizing smart money management and family protection. Holding Series 6 and 63 designations along with Life and Health Licenses, Alex is dedicated to helping individuals navigate healthcare options, achieve financial security, and plan for a dignified retirement.
