Financial Planning Engineering your financial life to form a completely integrated strategy.For most Gotham clients, every aspect of their financial lives is mapped out over time. With a number of specialists in distinct fields of expertise, we carefully coordinate your finances to form a completely integrated strategy that is based on your goals and objectives. Your plan drives all present and future financial-related decision-making.The Gotham GPS™ ProgramA Wealth Management System for Private ClientsThrough our Gotham GPS™ Program, Gotham Financial gives you the ability to organize all of your advisors and your assets and consolidate them in the same place at the same time. Imagine a single portal through which all of your financial matters may be managed. You will have your assets, private documents, your financial and estate plan and your retirement and cash flow models in one secure location.Think of Gotham Financial as your personal CFO, simplifying the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family.This platform is the basis for all of the other services Gotham Financial provides to its private clients. It is here that we organize your assets, asset allocation strategies, insurance, and your financial and estate plans — to help simplify, consolidate and coordinate every aspect of your financial future.Organize, consolidate and integrate your finances:Financial goals/plansBalance sheet/Net Worth statementsAsset allocation strategyAccount aggregationCash flow/Retirement ModelsTax and legal documents [Wills, Trusts, tax returns]Insurance coverages and summaryEstate plan*Benefits to Gotham clients:Immediate access to all financial related matters in a single locationCurrent informationYour accounts and assets are always currentYour balance sheets are updated dailyAnalysisYour updated financial status is automatically integrated into your comprehensive financial and estate plan, continuously providing you with a meaningful, up-to-date analysis.For TodayYou have unique needs and financial goals and Gotham Financial works with you to customize a plan based on the full range of financial and estate planning issues you are likely to face now and over the course of your lifetime. We evaluate your overall asset allocation to ensure it matches your goals and your tolerance for risk. Using comprehensive financial models, we make sure that nothing is left to chance.For TomorrowClients also rely on us to help them look ahead to their spending needs at various points in their lives, such as retirement, in light of all sources of income.Retirement PlanningPension PlansTax-deferred savingsBasic (taxable) savingsSocial SecurityCollege Education FundingSection 529 plansUGMA/UTMA accounts2503(c) TrustsWhen you become part of our Private Client Group, we work with you closely to help you realize your financial goals.Financial planningAsset allocation**Asset management1Help reduce taxesPreserve assetsProtect familyHelp manage riskManage cash flowIncrease charitable givingEstate planning*Coordinate estate distributionManage family business successionMaintain control over personal affairs* Estate Planning done in conjunction with your tax and legal advisor.**Asset allocation neither assures a profit nor protects against loss in declining markets.1 By third party institutional managers.