A complete list of active advisors currently associated with Goto Financial Advisory LLC

Warmer can help you find a great advisor at Goto Financial Advisory LLC or one who fits your needs even better.

Goto Financial Advisory LLC provides fee-only financial planning to individual clients, with a primary focus on Japanese individuals residing in the U.S. Services are delivered on an hourly or flat-fee basis and begin with a written financial plan covering investment planning, retirement, tax considerations, insurance, and debt/college planning. The firm does not provide portfolio management services, does not custody client assets, and does not trade or monitor client accounts. The firm’s investment guidance emphasizes a long-term, passive approach using index mutual funds and ETFs with attention to diversification, cost, and appropriate asset-allocation given a client’s time horizon and risk tolerance. Advice is delivered through a one-time planning engagement with plan delivery and limited follow-up support (clients are responsible for initiating additional reviews or re-engagements). What distinguishes the firm from many peers is its advisory model: it does not accept percentage-of-assets-under-management fees and expressly lacks discretionary portfolio management or custody, while operating as a solo, fee-only planner. The principal brings credentialed expertise in investment analysis and Social Security claiming consulting (including work for an educational program), which informs the firm’s planning focus and offerings.

To learn more about the advisors currently working at Goto Financial Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.