Mission & Philosophy

Mission:
 

Gottfried & Somberg provides access to fee-based financial advice and planning for our clients throughout their retirement. Together with our clients, we develop retirement income strategies that maintain our clients’ lifestyle while helping to minimize their risk. Through education and communication, our clients understand the expected risks and rewards. Through our disciplined approach, we monitor and report their progress to maintain their lifestyle through retirement.

 

Philosophy:

OUR UNCOMMON APPROACH TO FINANCIAL PLANNING IS BASED UPON THE BELIEF THAT WE MUST NOT ONLY LISTEN WELL, BUT ALSO LISTEN OFTEN.

We encourage you to question our knowledge of retirement income planning, investment guidance, our track record with managing large and small portfolios, and our willingness to construct a plan that fits your personal needs. For whenever you have a question, we will be ready to respond without any pressure to make a snap decision. Plus, we'll spend as much time as necessary until you are comfortable with both the questions and the answers.

When the conversation is focused on your retirement goals, so too is our attention to the financial details that will help you pursue them. Knowing when to retire and how to maximize your benefits takes careful planning, management, and listening. Our team of professionals are experts in helping teachers, executives, entrepreneurs, as well as professionals from all walks of life, execute plans that target a secure and stable retirement.

We have worked with thousands of clients over the past 15 years managing more than $450 million of investments, including endowments for churches and synagogues. As a result, some have become our friends, and many have paid us the highest compliment by recommending others to us.

  Sincerely,                                  

Josh & Matt