About Us
Our Firm
Goldstrand Planning Group is a full service planning organization for closely-held and family-owned businesses and individuals. Our objective is to assist successful business-owners and their families in achieving their financial goals through professional planning. This allows you to focus your energy on building more profitable businesses and gives you more time for the truly important areas of your life.
Our Mission
To assist you in making smart, well-informed financial decisions, thereby providing you with greater financial independence, security and enabling you to simplify your life. We value long-term client relationships that are based on mutual respect and are profitable for both of us.
Our Clients
Our clients usually own or manage an established and successful business. They have important financial and family goals, are serious about personal financial success and value professional advice. They care about family, community, or someone or something other than self.
Our Philosophy
Our philosophy of business is to offer independent and objective advice and service beyond your greatest expectations. We hold ourselves to the highest standards of integrity, confidentiality, knowledge, professionalism and personal attention.
Our Process
This joint process first involves discussing your goals, concerns and your business, family and financial life. Next, we identify obstacles to your achieving those goals. Finally, we present innovative solutions and direct the implementation.
Our process is designed to save your valuable time, enrich the quality of your life and provide confidence in your financial future.
Goldstrand Planning Group
2800 W. March Lane, Suite 326
Stockton, CA 95219-8202
Toll Free 1-800-507-9911
(209) 472-7000
FAX: (209) 472-1551
e-mail: planning@goldstrand.com
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