The Gould Standard
Core Values of Gould Family Financial LLC:
- VALUE-CENTRIC APPROACH: We believe in offering premium experiences at competitive market costs throughout our client relationships.
- CLIENT-CENTRIC FOCUS: We strive to ensure an exceptional experience for you, your family, and your loved ones.
- INFLUENCE THROUGH SERVICE: Placing others' interests first is at the heart of our influence. We follow the fiduciary standard in advisory relationships.
- AUTHENTIC ENGAGEMENT: When you partner with us, you gain access to our time, attention, and energy simplifying the complexities of your financial journey.
- EMBRACING RECEPTIVITY: We welcome the unexpected and cherish the lifelong relationships we build considering you not just a client, but a valued lifelong partner.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the Client Agreement.