Richard Goselin | Managing Principal and Fiduciary Advisor
With 30 years of financial services experience, Richard helps individuals and families navigate the transition from accumulating wealth to generating retirement income.
At GSI Financials, we are fiduciaries and collaborate with clients to develop personalized, tax-efficient retirement income strategies. We begin with a financial personality assessment to better understand your goals, risk tolerance, and retirement lifestyle, creating a plan That's Right for You.
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📊 TAKE FINANCIAL PERSONALITY ASSESSMENT
Discover Your Financial Personality
Discover Your Financial Personality®
After decades of accumulating wealth, retirement introduces a new challenge: turning your savings into sustainable income.
Your financial personality influences how you approach retirement income, market risk, and financial security. Understanding these preferences is an important first step toward developing a retirement income strategy that's right for you. Discover your retirement income personality by creating a complimentary account and completing the RISA assessment.
Transitioning into Retirement is Getting Down the Mountain Safely
The goal of climbing a mountain isn't simply reaching the summit. It's getting back down safely.
The same is true for retirement. During your working years, the focus is on accumulating wealth. In retirement, the challenge shifts to generating sustainable income from those savings.
A personalized retirement income plan helps you manage risks, navigate changing conditions, and maintain your desired lifestyle throughout retirement.
What Clients Are Saying
“We both enjoyed the retirement planning process and appreciate the opportunity to better understand each other’s values around financial security.”
— Bob & Allison
“This is exactly what I needed. Thanks.”
— Mike
"Completing the RISA assessment empowered me to take control of my retirement planning" — Ed & Carol
"The insights I gained helped me feel more secure about my financial plans and the steps I need to take moving forward." — Jennifer
