Fishgold Financial Services

Fishgold Financial Services Go to our website to get calculators and other financial information. You can always contact us directly and ask for Valerie.

Do you have a financial planning professional advisor who you can go to and ask any question. Financial planning is not just about investing. It's about your needs and wants and how to get there. Its also about protecting what you care about. It's smart tax planning if you need it. It's retiring without the fear of running out of money. It's strategies for protecting your wealth from litigation. It's comprehensive wealth management. Our job is to learn about what's important to you. We help you define your needs and wants and help you get there. We hear what's important you when you speak to us even if you didn't specifically identify it as an objective. If we see you care about your pets we are going to ask if you have put provisions in your will or have made other arrangement that will take care of your pets. We think of those things and more to help you get what you want. Imagine someone you can call to find the best options for your retirement plans, your saving options, your important documents like wills, trusts and medical directives; or, perhaps you just want a second opinion on what you are doing, then just give Valerie a call. (Valerie Fishgold, Certified Financial Planner®)
P.S. If you want to get the most out of your 401k, lets us perform a FREE 401k Analyzer to help you decide which funds you should be in now! Advisory Services are Provided through Fishgold Financial
Securities Offered Through Geneos Wealth Management member FINRA & SIPC

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
09/22/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
09/15/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

09/08/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
09/01/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

08/25/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Before retiring early, take a look at the cold, hard facts.
08/18/2026

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

08/11/2026

Do your kids have the right stuff for college?

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

An ILIT could play a role in your estate strategy.
08/04/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Address

8262 E Via Dona Road
Scottsdale, AZ
85266

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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