The Process
Goal Line Financial, LLC is a comprehensive insurance and financial planning firm helping our clients achieve their life goals through proper management of their financial resources and potential. This is accomplished by evaluating each of the six key areas of financial planning and providing personalized recommendations and solutions.
The six key areas of financial planning are:
- Cash Flow
- Risk Management
- Investment Management
- Tax Strategies
- Retirement Planning
- Estate Planning
As independent advisors, we do not have any proprietary products, so we offer our clients unbiased recommendations. Below is a partial list of the companies we represent.
MUTUAL FUNDS
- AIM/Invesco Funds
- Alliance Capital
- American Funds
- Bankers Trust
- Blairlogie
- Berger
- Capital Guardian Trust
- Catholic Funds(The)
- Dreyfus
- Fidelity Advisor
- Fortis
- Goldman Sachs
- Hartford
- Janus
- J.P. Morgan
- Kemper
- Lazard
- Mercury Asset Management
- MFS Funds
- Morgan Stanley Dean Witter
- Munder Funds
- Nuveen
- Oppenheimer Funds
- PIMCO
- Principal Mutual
- Putnam
- Salomon Brothers
- Sun America
- T. Rowe Price
- ...and others
ANNUITIES and LIFE INSURANCE
- Aetna
- AIG
- Allianz
- Allmerica Financial
- American Scandia
- Canada Life
- Cincinnati Life
- CNA
- Fortis Benefits
- Great West
- Guardian
- Hartford
- IL Annuity
- Jackson National
- Jefferson Pilot
- Kemper
- Licoln
- Manulife
- Massachusetts Mutual
- Metropolitan Life
- Minnesota Life
- Nationwide
- New York Life
- Pacific Life
- Phoenix Home Life
- Principal Mutual
- Reliastar
- Sun Life
- Transamerica
- Travelers
- UNUM
- ...and others
LONG TERM CARE, DISABILITY and HEALTH INSURANCE
- Aetna
- AFLAC
- Anthem
- Cincinnati Life
- CNA
- Fortis
- GE Capital
- Humana
- John Alden
- Licoln
- Mass Mutual
- Medical Mutual
- Standard
- Transamerica
- Travelers
- United
- UNUM/Provident
- ...and others