Our Financial Services

Joel Gooch & Associates is a financial advisory firm designed to assist people in preserving their assets and standard of living. Services include:

• Retirement Planning- Strategies to help preserve accounts, maximize benefits, and minimize taxes.
• Tax Planning- Pay as little tax as legally possible. Reduce or Eliminate tax on Social Security.
• Estate Planning- Protecting assets during life and at death for you and your loved ones. Discount Wills and Trust preparation.
• Investment Management- Focusing on strategies for Retirees.
• Buy-Sell - Entity or Cross-Purchase
• Business Valuation
• Key Person
• Exit Planning
• Succession Planning
• Deferred Comp
• Executive Bonus
• Pensions
• Qualified Plan Roll-Outs
• IRAs and Stretch IRAs
• Charitable Giving Techniques
• Income Planning
• Employee Income Planning
• Premium Financing
• Policy Auditing
• TAX Return Review
• Life Settlements
  

In addition to the services above, Joel Gooch & Associates has a working relationship with a board-certified estate planning attorney with a Master's degree in taxation, as well as with a CPA who has been working with us on the strategies utilized to ensure your retirement income for the past 25 years.

Joel Gooch & Associates is committed to helping retirees Preserve their future!

Procrastination:

“On the Plains of Hesitation bleach the bones of countless millions, who, at the Dawn of Victory, sat down to wait, and waiting – died!” ~ Winston Churchill