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Development Phase
Our job is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments, and manage performance results for our clients.

In the Development phase our local and national design teams work together with our clients` decision-making team to gather data, isolate and quantify potential problems, and explore solution options. This effort combines the experienced staff of Goldberg Clouse & Edgell with a diverse range of advisory specialists and product resources and PartnersFinancial national resources, including:
  • Plan design specialists
  • Product and product source analysts
  • Legal and accounting specialists
  • Investment analysts and asset managers
  • Corporate and private banking specialists
  • Actuarial experts
  • Trust services providers
  • Insurance product providers
Implementation Phase
Once our development team recommends solution alternatives, we perform a final analysis on the financial products that fit the plan parameters.

Meanwhile, we coordinate with our clients' legal and financial advisors to complete documentation of the plan and define the administration procedures for the next phase.

Management Phase
Once decision consensus has been reached, the plan moves into the Management phase. That`s when we secure the necessary service agreements to monitor the results of the plan and respond to ongoing needs.

We want you to feel assured that we sit on your side of the table for the long term.
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 Goldberg, Clouse & Edgell • 5008 Pine Creek Drive Ste. B • Westerville, OH  43081 • Tel: (614) 895-0123 • Fax: (614) 895-0365 • Email: ric@gcellc.com

Securities offered through Kestra Investment Services (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services (Kestra AS). Goldberg Clouse & Edgell  is a member of PartnersFinancial a platform of NFP Insurance Services, Inc. (NFPISI). Goldberg Clouse & Edgell and NFPISI is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice.
 

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of  Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact Kestra IS Compliance Department at 512-697-6000.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, ID, IL, IN, KS, LA, ME, MD, MI, MS, NJ, NM, NY, OH, PA, RI, SC, TN and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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