A Seasonal Financial Planning Model
We recognize that financial planning is a process, not a product.
We meet with you each season to bridge the transitions in life
GW Randall & Associates was founded on the goal of assisting clients with every aspect of their financial lives. Recognizing that change in life is inevitable, we engage clients in a seasonal model of three meetings per year during which we analyze their retirement and higher education savings goals, insurance protection needs, tax planning strategies, and fee-based investment portfolios. Each meeting has a specific purpose, including:
- Short-term goal tracking
- Protection planning/estate review
- Portfolio review and tax planning
We pride ourselves on the exceptional and personalized service we provide to each client. Our office environment is warm and welcoming, which symbolizes our sincerity in the care and thoughtful planning surrounding your experience with our company. The culture of our firm is client-focused in everything we do. When you call us during business hours you are greeted by a friendly voice, and we are committed to building a long-term partnership with you.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Retirement investing and distribution strategies
- Investing principles and strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Gregory Randall, a Certified Financial Planner™, a Chartered Retirement Planning Counselor℠, and Accredited Domestic Partnership Advisor℠ has guided and empowered clients to make their financial decisions for over 18 years. From our offices in Sonoma County, Greg continues to serve and welcome clients in San Francisco and on the Peninsula.