Financial wellness is your key to financial clarity.

Leaving money to your beneficiaries is just the start. Leaving it to them in an efficient and beneficial way is where estate planning turns from ‘leaving money’ to ‘leaving a legacy’. Everyone has estate planning questions they need answers to. You can have less worries and enjoy life more knowing you’ve pulled together all the important pieces of your financial plan. Gouldin & McCarthy is the resource that empowers you to start planning and reduce your financial stress.

Are you ready to start planning?

Our online tools will help you build your own estate plan.

Webinars

Our estate planning webinar series will help you understand the basics.

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Preparing for Life Events: Things that Happen to You
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7 Things You Need to Do in the Decade Before You Retire
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Long Term Care Planning: What You Need to Know
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Checklists and White Papers

These downloads will help give you some direction and a deeper understanding of estate planning.

See All Checklists and White Papers
Financial Planning
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Death of a Loved One
Download
Caring for Elderly Parents or Loved Ones
Download
Ready Set Retire
Download
Retirement Savings
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No Regrets Retirement
Download
Legacy Planning
Download
Comprehensive Planning
Download
Financial Wellness
Download

Ready to start planning? Pick your path below.

Build Your Own Plan

For those who want to try doing it themselves, use our tools and start planning.

Start Planning Take a Tour

Get Professional Help

For those who want a professional to build a plan for them, contact us to set up a meeting.

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