Goldshot , Lamb & Hobbs

Goldshot, Bragg & Associates, Inc. provides financial consulting and planning services appropriate for those who desire to take a hands-on approach to reaching definable financial objectives. Goldshot, Bragg & Associates, Inc. financial and consulting clients range from high net worth individuals with substantial financial assets to those who are not presently wealthy but have begun accumulating assets and would like to achieve financial security. Goldshot, Bragg & Associates, Inc. services are tailored to the requirements of each client. They can be as extensive as a comprehensive financial plan, or limited in scope to the analysis of specific issues, such as refinancing a home, life insurance needs, saving for a child's education or planning for retirement. Through interviews, research, and analysis we ascertain financial issues critical to each client, and outline a program to help them resolve such issues while remaining on track to reach their financial goals. Whatever the objective, Goldshot, Bragg & Associates, Inc.'s financial advisors work to help each client determine where they stand today, and where they'd like to be in the future. Goldshot, Bragg & Associates, Inc. then helps set and maintain a course toward attainment of a comfortable future. The financial planning services of Goldshot, Bragg & Associates, Inc. are directed by Michael S. Lamb, a Certified Public Accountant, Personal Financial Specialist, and Certified Financial Planner. Mike is a partner in the firm and specializes in the accounting and tax areas of manufacturers, distributors, not-for-profits and personal financial planning for individuals. He is a member of the AICPA, OSCPA, FPA, Dayton Association of Tax Professionals and the Dayton Trust and Estate Planning Group. Goal setting, cash flow, net worth, and risk tolerance are aspects of financial planning that CPAs understand. On top of that knowledge, special training in all areas of personal financial planning, including retirement and estate planning, college funding, investment strategies, risk management, and income tax planning, results in a planner with whom you can entrust your financial future. Why Choose Goldshot, Bragg & Associates, Inc.? Careful attention should be given in the selection of your financial planner. The qualifications will ultimately influence the quality of your plan. Goldshot, Bragg & Associates, Inc., provides fee only financial planning services. This means we are objective and our loyalty is to our client. CPA's have been trusted financial advisors for over 100 years. Goldshot, Bragg & Associates, Inc. financial planners combine financial savvy and professional integrity in developing the strategies to reach your financial goals.