◈ Homepage — https://www.goshofinancialgroup.com/ABOUT US SERVICES BLOG RESOURCES SCHEDULE A CALL DISCOVER WHAT EXPERIENCE, TRUST AND COMPASSION CAN DO FOR YOU. At Gosho Financial Group, what sets us apart is our strategic focus on investing in stocks for long-term income and principal growth, as well as other assets to secure a prosperous financial future. Our greatest value lies in our unwavering intent to do the right thing for our clients' welfare. HELPING YOU REACH AND MAINTAIN YOUR DESIRED LIFESTYLE We are dedicated to providing tailored financial advisory services for a diverse range of clients, each with unique needs and aspirations. Whether you're a young professional just starting out, a family looking to secure your future, or a pre-retiree or retiree planning for the next chapter, we are here to provide strategic guidance so you can achieve your financial goals with confidence. HOW WE HELP OUR CLIENTS YOUNG PROFESSIONALS We help professionals with concentrated stock options to optimize your tax situation, manage your 401K, and make informed decisions that align with your long-term goals. FAMILIES We can offer personalized financial plans and advice to families, helping them achieve their financial goals, secure their future, and navigate important life milestones with confidence. PRE-RETIREES & RETIREES We partner with pre-retirees who are planning for early retirement and retirees to help you navigate the complexities to build towards a secure and fulfilling future. BUILDING RELATIONSHIPS FOR OVER FOUR DECADES Founded in 2000 by Carol Gosho, Gosho Financial Group has been a steadfast partner in financial planning and portfolio management for the residents of the San Francisco Bay Area and beyond. At Gosho Financial Group, we believe that financial well-being is an integral part of an individual's overall life plan, a philosophy we call "The Gosho Way." This approach ensures that your financial goals are deeply intertwined with your personal aspirations, and we are committed to crafting financial plans that align seamlessly with your life plans. GET TO KNOW US COMPREHENSIVE SOLUTIONS TO ACHIEVE 
 YOUR FINANCIAL GOALS At Gosho Financial Group, our foremost priority is helping you take care of yourself and your loved ones. We are dedicated to understanding your unique personal situation, identifying your dreams and goals, and assessing your tolerance for risk. We believe in building long-term relationships founded on open and honest communication – this has been the cornerstone of our success. FINANCIAL PLANNING We offer client-centered, customized financial planning typically reserved for ultra-high net worth individuals, allowing everyone to benefit from investing in stocks selected by an experienced advisor and supporting clients through every life phase, including retirement. Learn More STOCK OPTION PLANNING We provide expert stock option planning to help you maximize the value of your employee stock benefits, navigate complex tax laws, and build lasting financial security. Learn More 401(K) MANAGEMENT We provide tailored 401(k) management services, integrating your retirement savings into your total financial outlook with independent advice and portfolio rebalancing, ensuring well-managed investments through the expertise of our team members. Learn More INVESTMENT ADVICE We offer personalized investment advice tailored to each client's unique financial goals, providing custom portfolios of individual stocks and bonds. Learn More RETIREMENT PLANNING We guide you through the complexities of various retirement plans—including IRAs, 401(k)s, Roth IRAs, while helping you avoid common pitfalls such as mutual funds with high fees, when to shift contributions to a Roth, or overlapping holdings. Learn More SOCIAL SECURITY PLANNING We'll help you make informed decisions about claiming age, spousal benefits, and how continued work affects your payments. Learn More ELDERCARE PLANNING We help you make informed decisions, protect assets, and prepare for immediate and long-term needs, including medical expenses, long-term care options, insurance, estate planning, and tax implications. Learn More GENERATIONAL WEALTH MANAGEMENT We tailor strategies to meet your unique needs, ensuring tax-efficient wealth preservation and transfer, and guiding you through complexities to create a lasting positive impact on future generations. Learn More GUIDING YOU EVERY STEP OF THE WAY Our process is designed to get to know you as much as possible so we can serve your overall needs and help you live your best life. We work closely with you to understand your unique needs and aspirations, crafting tailored strategies to help you achieve your financial goals. INTRODUCE Our journey together begins with a comprehensive discovery session where we understand your financial needs, life goals, and personal values, setting the foundation for a tailored financial strategy aligned with your vision for the future. INFORM After understanding your goals, we gather detailed information about your income, expenses, assets, liabilities, insurance, and other financial details to create a holistic view of your financial landscape. PLAN With all the necessary information, we formulate a personalized financial plan addressing your specific needs and objectives, including strategies for wealth accumulation, risk management, tax efficiency, and retirement planning, and ensure you fully understand and are comfortable with each component. MONITOR Financial planning is an ongoing process where we continually monitor and update your plan to ensure it remains aligned with your goals and adapts to any changes in your life or financial circumstances. TAKE THE FIRST STEP Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today. SCHEDULE A CALL VISIT 1900 South Norfolk Street Suite 350 San Mateo, CA 94403 By Appointment Only: 201 Spear Street, Suite 1100 San Francisco,CA94105 [email protected] Terms and Conditions CONNECT Office: 650-931-2518 Fax: 415-963-3364 Mobile: 415-999-1978 Gosho Financial Portal Charles Schwab Portal ◈ Interior Pages — 8 pages crawledFee Only Financial Advisor in San Mateo: Gosho Financial Group Menu Home About Us   About Us About Carol Services Blog Resources   Retirement Estate Investment Insurance Tax Money Lifestyle Tools Schedule a Call Customized Financial Planning & Advice How We Can Help You At Gosho Financial Group, we understand that achieving and maintaining financial independence is a top priority for our clients, and we are dedicated to helping you reach these goals. Our comprehensive suite of services is designed to address every aspect of your financial life, from retirement planning and investment management to tax strategies and eldercare planning. Financial Planning Learn more Stock Option Planning Learn more 401(k) Management Learn more Investment Advice Learn more Retirement Planning Learn more Social Security Planning Learn more Eldercare Planning Learn more Generational Wealth Management Learn more Financial Planning Our client-centered financial planning provides personalized, bespoke services typically reserved for the ultra-wealthy. When you're ready to grow your wealth, consulting a financial advisor is essential. Our process involves a detailed understanding of your financial situation, developing a customized plan, and providing ongoing, fee-only investment management to help meet your financial goals. Learn More Stock Option Planning We understand the nuance of stock options and how Silicon Valley clients can have huge tax burdens. We specialize in tax planning, investment strategies, and early retirement planning.  Our comprehensive approach includes understanding the nuances of Non-Qualified Stock Options (NSOs), Incentive Stock Options (ISOs), Restricted Stock Units (RSUs), and Employee Stock Purchase Plans (ESPPs). We also offer specialized guidance for navigating IPOs. Our expert advisors guide you on when to exercise your stock options to minimize taxes and maximize profits. Learn More 401(k) Management We know for many people, your 401k is the single most important source of retirement income. We assist you in selecting the right funds, actively monitor performance, and rebalance your portfolio to align with your evolving retirement goals. For self-employed individuals, we offer specialized guidance on self-directed (solo) 401(k) investments, maximizing contribution limits and exploring diverse asset classes. Our approach integrates your 401(k) into your overall financial picture, considering factors like job changes, rollovers, and long-term financial objectives. Learn More Investment advice With over four decades of stock and bond market experience, we craft custom portfolios of individual stocks and bonds. We focus on generating passive income growth and secure bond interest income. We offer ongoing investment management, and maintain accessible minimum investments starting at $500,000, with flexibility for younger investors. Our holistic approach supports clients through life changes, prioritizes early wealth-building, and optimizes tax planning for retirement. Learn More Retirement Planning A question that inevitably lurks in the back of everyone's mind: when do I have enough to retire. We’ll help you with our holistic approach and consider all aspects of your life, from healthcare costs and insurance needs, retirement income to wealth preservation and distribution. We guide you through the complexities of various retirement plans—including IRAs, 401(k)s, Roth IRAs, while helping you avoid common pitfalls such as mutual funds with high fees, when to shift contributions to a Roth, or overlapping holdings. Learn More Social Security Planning We'll help you make informed decisions about claiming age, spousal benefits, and how continued work affects your payments. Click here to find out what your social security benefits currently look like and what your potential monthly benefits would be. By integrating Social Security planning with your other retirement income sources, we create a comprehensive strategy tailored to your financial goals. Learn More Eldercare Planning We provide compassionate and effective eldercare planning services to help you prepare for the future care of yourself and your loved ones. Our experienced team, led by founder Carol Gosho, understands the challenges of eldercare firsthand. We offer personalized financial strategies to address the high costs of senior care, from in-home services to assisted living and memory care facilities. Let us help you create a tailored eldercare plan that protects your family's financial well-being and quality of life. Generational Wealth Effective wealth management requires a long-term perspective. We ensure your key documents - will, living trust, and powers of attorney - are up-to-date and properly structured. We verify correct asset titling and confirm that beneficiaries and successor trustees align with your wishes. Importantly, we also facilitate clear communication, ensuring your potential heirs understand the financial plans you've established for the future. Take The First Step Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today. Schedule a Call Contact Office:  650-931-2518 Mobile:  415-999-1978 Fax: 415-963-3364 1900 South Norfolk Street Suite 350 San Mateo, CA 94403 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Gosho Financial Group is a Registered Investment Advisor registered in the state of California. Gosho Financial Group provides asset management and related services for clients nationally. Gosho Financial Group will file and maintain all applicable licenses as required by the state securities regulators and/or the Securities and Exchange Commission (“SEC”), as applicable. Gosho Financial Group renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. This website is intended to provide general information about Gosho Financial Group. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S Fee Only Financial Advisor in San Mateo: Gosho Financial Group Menu Home About Us   About Us About Carol Services Blog Resources   Retirement Estate Investment Insurance Tax Money Lifestyle Tools Schedule a Call Customized Financial Planning & Advice How We Can Help You At Gosho Financial Group, we understand that achieving and maintaining financial independence is a top priority for our clients, and we are dedicated to helping you reach these goals. Our comprehensive suite of services is designed to address every aspect of your financial life, from retirement planning and investment management to tax strategies and eldercare planning. Financial Planning Learn more Stock Option Planning Learn more 401(k) Management Learn more Investment Advice Learn more Retirement Planning Learn more Social Security Planning Learn more Eldercare Planning Learn more Generational Wealth Management Learn more Financial Planning Our client-centered financial planning provides personalized, bespoke services typically reserved for the ultra-wealthy. When you're ready to grow your wealth, consulting a financial advisor is essential. Our process involves a detailed understanding of your financial situation, developing a customized plan, and providing ongoing, fee-only investment management to help meet your financial goals. Learn More Stock Option Planning We understand the nuance of stock options and how Silicon Valley clients can have huge tax burdens. We specialize in tax planning, investment strategies, and early retirement planning.  Our comprehensive approach includes understanding the nuances of Non-Qualified Stock Options (NSOs), Incentive Stock Options (ISOs), Restricted Stock Units (RSUs), and Employee Stock Purchase Plans (ESPPs). We also offer specialized guidance for navigating IPOs. Our expert advisors guide you on when to exercise your stock options to minimize taxes and maximize profits. Learn More 401(k) Management We know for many people, your 401k is the single most important source of retirement income. We assist you in selecting the right funds, actively monitor performance, and rebalance your portfolio to align with your evolving retirement goals. For self-employed individuals, we offer specialized guidance on self-directed (solo) 401(k) investments, maximizing contribution limits and exploring diverse asset classes. Our approach integrates your 401(k) into your overall financial picture, considering factors like job changes, rollovers, and long-term financial objectives. Learn More Investment advice With over four decades of stock and bond market experience, we craft custom portfolios of individual stocks and bonds. We focus on generating passive income growth and secure bond interest income. We offer ongoing investment management, and maintain accessible minimum investments starting at $500,000, with flexibility for younger investors. Our holistic approach supports clients through life changes, prioritizes early wealth-building, and optimizes tax planning for retirement. Learn More Retirement Planning A question that inevitably lurks in the back of everyone's mind: when do I have enough to retire. We’ll help you with our holistic approach and consider all aspects of your life, from healthcare costs and insurance needs, retirement income to wealth preservation and distribution. We guide you through the complexities of various retirement plans—including IRAs, 401(k)s, Roth IRAs, while helping you avoid common pitfalls such as mutual funds with high fees, when to shift contributions to a Roth, or overlapping holdings. Learn More Social Security Planning We'll help you make informed decisions about claiming age, spousal benefits, and how continued work affects your payments. Click here to find out what your social security benefits currently look like and what your potential monthly benefits would be. By integrating Social Security planning with your other retirement income sources, we create a comprehensive strategy tailored to your financial goals. Learn More Eldercare Planning We provide compassionate and effective eldercare planning services to help you prepare for the future care of yourself and your loved ones. Our experienced team, led by founder Carol Gosho, understands the challenges of eldercare firsthand. We offer personalized financial strategies to address the high costs of senior care, from in-home services to assisted living and memory care facilities. Let us help you create a tailored eldercare plan that protects your family's financial well-being and quality of life. Generational Wealth Effective wealth management requires a long-term perspective. We ensure your key documents - will, living trust, and powers of attorney - are up-to-date and properly structured. We verify correct asset titling and confirm that beneficiaries and successor trustees align with your wishes. Importantly, we also facilitate clear communication, ensuring your potential heirs understand the financial plans you've established for the future. Take The First Step Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today. Schedule a Call Contact Office:  650-931-2518 Mobile:  415-999-1978 Fax: 415-963-3364 1900 South Norfolk Street Suite 350 San Mateo, CA 94403 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Gosho Financial Group is a Registered Investment Advisor registered in the state of California. Gosho Financial Group provides asset management and related services for clients nationally. Gosho Financial Group will file and maintain all applicable licenses as required by the state securities regulators and/or the Securities and Exchange Commission (“SEC”), as applicable. Gosho Financial Group renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. This website is intended to provide general information about Gosho Financial Group. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S Fee Only Financial Advisor in San Mateo: Gosho Financial Group Menu Home About Us   About Us About Carol Services Blog Resources   Retirement Estate Investment Insurance Tax Money Lifestyle Tools Schedule a Call Customized Financial Planning & Advice How We Can Help You At Gosho Financial Group, we understand that achieving and maintaining financial independence is a top priority for our clients, and we are dedicated to helping you reach these goals. Our comprehensive suite of services is designed to address every aspect of your financial life, from retirement planning and investment management to tax strategies and eldercare planning. Financial Planning Learn more Stock Option Planning Learn more 401(k) Management Learn more Investment Advice Learn more Retirement Planning Learn more Social Security Planning Learn more Eldercare Planning Learn more Generational Wealth Management Learn more Financial Planning Our client-centered financial planning provides personalized, bespoke services typically reserved for the ultra-wealthy. When you're ready to grow your wealth, consulting a financial advisor is essential. Our process involves a detailed understanding of your financial situation, developing a customized plan, and providing ongoing, fee-only investment management to help meet your financial goals. Learn More Stock Option Planning We understand the nuance of stock options and how Silicon Valley clients can have huge tax burdens. We specialize in tax planning, investment strategies, and early retirement planning.  Our comprehensive approach includes understanding the nuances of Non-Qualified Stock Options (NSOs), Incentive Stock Options (ISOs), Restricted Stock Units (RSUs), and Employee Stock Purchase Plans (ESPPs). We also offer specialized guidance for navigating IPOs. Our expert advisors guide you on when to exercise your stock options to minimize taxes and maximize profits. Learn More 401(k) Management We know for many people, your 401k is the single most important source of retirement income. We assist you in selecting the right funds, actively monitor performance, and rebalance your portfolio to align with your evolving retirement goals. For self-employed individuals, we offer specialized guidance on self-directed (solo) 401(k) investments, maximizing contribution limits and exploring diverse asset classes. Our approach integrates your 401(k) into your overall financial picture, considering factors like job changes, rollovers, and long-term financial objectives. Learn More Investment advice With over four decades of stock and bond market experience, we craft custom portfolios of individual stocks and bonds. We focus on generating passive income growth and secure bond interest income. We offer ongoing investment management, and maintain accessible minimum investments starting at $500,000, with flexibility for younger investors. Our holistic approach supports clients through life changes, prioritizes early wealth-building, and optimizes tax planning for retirement. Learn More Retirement Planning A question that inevitably lurks in the back of everyone's mind: when do I have enough to retire. We’ll help you with our holistic approach and consider all aspects of your life, from healthcare costs and insurance needs, retirement income to wealth preservation and distribution. We guide you through the complexities of various retirement plans—including IRAs, 401(k)s, Roth IRAs, while helping you avoid common pitfalls such as mutual funds with high fees, when to shift contributions to a Roth, or overlapping holdings. Learn More Social Security Planning We'll help you make informed decisions about claiming age, spousal benefits, and how continued work affects your payments. Click here to find out what your social security benefits currently look like and what your potential monthly benefits would be. By integrating Social Security planning with your other retirement income sources, we create a comprehensive strategy tailored to your financial goals. Learn More Eldercare Planning We provide compassionate and effective eldercare planning services to help you prepare for the future care of yourself and your loved ones. Our experienced team, led by founder Carol Gosho, understands the challenges of eldercare firsthand. We offer personalized financial strategies to address the high costs of senior care, from in-home services to assisted living and memory care facilities. Let us help you create a tailored eldercare plan that protects your family's financial well-being and quality of life. Generational Wealth Effective wealth management requires a long-term perspective. We ensure your key documents - will, living trust, and powers of attorney - are up-to-date and properly structured. We verify correct asset titling and confirm that beneficiaries and successor trustees align with your wishes. Importantly, we also facilitate clear communication, ensuring your potential heirs understand the financial plans you've established for the future. Take The First Step Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today. Schedule a Call Contact Office:  650-931-2518 Mobile:  415-999-1978 Fax: 415-963-3364 1900 South Norfolk Street Suite 350 San Mateo, CA 94403 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Gosho Financial Group is a Registered Investment Advisor registered in the state of California. Gosho Financial Group provides asset management and related services for clients nationally. Gosho Financial Group will file and maintain all applicable licenses as required by the state securities regulators and/or the Securities and Exchange Commission (“SEC”), as applicable. Gosho Financial Group renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. This website is intended to provide general information about Gosho Financial Group. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S Fee Only Financial Advisor in San Mateo: Gosho Financial Group Menu Home About Us   About Us About Carol Services Blog Resources   Retirement Estate Investment Insurance Tax Money Lifestyle Tools Schedule a Call Customized Financial Planning & Advice How We Can Help You At Gosho Financial Group, we understand that achieving and maintaining financial independence is a top priority for our clients, and we are dedicated to helping you reach these goals. Our comprehensive suite of services is designed to address every aspect of your financial life, from retirement planning and investment management to tax strategies and eldercare planning. Financial Planning Learn more Stock Option Planning Learn more 401(k) Management Learn more Investment Advice Learn more Retirement Planning Learn more Social Security Planning Learn more Eldercare Planning Learn more Generational Wealth Management Learn more Financial Planning Our client-centered financial planning provides personalized, bespoke services typically reserved for the ultra-wealthy. When you're ready to grow your wealth, consulting a financial advisor is essential. Our process involves a detailed understanding of your financial situation, developing a customized plan, and providing ongoing, fee-only investment management to help meet your financial goals. Learn More Stock Option Planning We understand the nuance of stock options and how Silicon Valley clients can have huge tax burdens. We specialize in tax planning, investment strategies, and early retirement planning.  Our comprehensive approach includes understanding the nuances of Non-Qualified Stock Options (NSOs), Incentive Stock Options (ISOs), Restricted Stock Units (RSUs), and Employee Stock Purchase Plans (ESPPs). We also offer specialized guidance for navigating IPOs. Our expert advisors guide you on when to exercise your stock options to minimize taxes and maximize profits. Learn More 401(k) Management We know for many people, your 401k is the single most important source of retirement income. We assist you in selecting the right funds, actively monitor performance, and rebalance your portfolio to align with your evolving retirement goals. For self-employed individuals, we offer specialized guidance on self-directed (solo) 401(k) investments, maximizing contribution limits and exploring diverse asset classes. Our approach integrates your 401(k) into your overall financial picture, considering factors like job changes, rollovers, and long-term financial objectives. Learn More Investment advice With over four decades of stock and bond market experience, we craft custom portfolios of individual stocks and bonds. We focus on generating passive income growth and secure bond interest income. We offer ongoing investment management, and maintain accessible minimum investments starting at $500,000, with flexibility for younger investors. Our holistic approach supports clients through life changes, prioritizes early wealth-building, and optimizes tax planning for retirement. Learn More Retirement Planning A question that inevitably lurks in the back of everyone's mind: when do I have enough to retire. We’ll help you with our holistic approach and consider all aspects of your life, from healthcare costs and insurance needs, retirement income to wealth preservation and distribution. We guide you through the complexities of various retirement plans—including IRAs, 401(k)s, Roth IRAs, while helping you avoid common pitfalls such as mutual funds with high fees, when to shift contributions to a Roth, or overlapping holdings. Learn More Social Security Planning We'll help you make informed decisions about claiming age, spousal benefits, and how continued work affects your payments. Click here to find out what your social security benefits currently look like and what your potential monthly benefits would be. By integrating Social Security planning with your other retirement income sources, we create a comprehensive strategy tailored to your financial goals. Learn More Eldercare Planning We provide compassionate and effective eldercare planning services to help you prepare for the future care of yourself and your loved ones. Our experienced team, led by founder Carol Gosho, understands the challenges of eldercare firsthand. We offer personalized financial strategies to address the high costs of senior care, from in-home services to assisted living and memory care facilities. Let us help you create a tailored eldercare plan that protects your family's financial well-being and quality of life. Generational Wealth Effective wealth management requires a long-term perspective. We ensure your key documents - will, living trust, and powers of attorney - are up-to-date and properly structured. We verify correct asset titling and confirm that beneficiaries and successor trustees align with your wishes. Importantly, we also facilitate clear communication, ensuring your potential heirs understand the financial plans you've established for the future. Take The First Step Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today. Schedule a Call Contact Office:  650-931-2518 Mobile:  415-999-1978 Fax: 415-963-3364 1900 South Norfolk Street Suite 350 San Mateo, CA 94403 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Gosho Financial Group is a Registered Investment Advisor registered in the state of California. Gosho Financial Group provides asset management and related services for clients nationally. Gosho Financial Group will file and maintain all applicable licenses as required by the state securities regulators and/or the Securities and Exchange Commission (“SEC”), as applicable. Gosho Financial Group renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. This website is intended to provide general information about Gosho Financial Group. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S Fee Only Financial Advisor in San Mateo: Gosho Financial Group Menu Home About Us   About Us About Carol Services Blog Resources   Retirement Estate Investment Insurance Tax Money Lifestyle Tools Schedule a Call Customized Financial Planning & Advice How We Can Help You At Gosho Financial Group, we understand that achieving and maintaining financial independence is a top priority for our clients, and we are dedicated to helping you reach these goals. Our comprehensive suite of services is designed to address every aspect of your financial life, from retirement planning and investment management to tax strategies and eldercare planning. Financial Planning Learn more Stock Option Planning Learn more 401(k) Management Learn more Investment Advice Learn more Retirement Planning Learn more Social Security Planning Learn more Eldercare Planning Learn more Generational Wealth Management Learn more Financial Planning Our client-centered financial planning provides personalized, bespoke services typically reserved for the ultra-wealthy. When you're ready to grow your wealth, consulting a financial advisor is essential. Our process involves a detailed understanding of your financial situation, developing a customized plan, and providing ongoing, fee-only investment management to help meet your financial goals. Learn More Stock Option Planning We understand the nuance of stock options and how Silicon Valley clients can have huge tax burdens. We specialize in tax planning, investment strategies, and early retirement planning.  Our comprehensive approach includes understanding the nuances of Non-Qualified Stock Options (NSOs), Incentive Stock Options (ISOs), Restricted Stock Units (RSUs), and Employee Stock Purchase Plans (ESPPs). We also offer specialized guidance for navigating IPOs. Our expert advisors guide you on when to exercise your stock options to minimize taxes and maximize profits. Learn More 401(k) Management We know for many people, your 401k is the single most important source of retirement income. We assist you in selecting the right funds, actively monitor performance, and rebalance your portfolio to align with your evolving retirement goals. For self-employed individuals, we offer specialized guidance on self-directed (solo) 401(k) investments, maximizing contribution limits and exploring diverse asset classes. Our approach integrates your 401(k) into your overall financial picture, considering factors like job changes, rollovers, and long-term financial objectives. Learn More Investment advice With over four decades of stock and bond market experience, we craft custom portfolios of individual stocks and bonds. We focus on generating passive income growth and secure bond interest income. We offer ongoing investment management, and maintain accessible minimum investments starting at $500,000, with flexibility for younger investors. Our holistic approach supports clients through life changes, prioritizes early wealth-building, and optimizes tax planning for retirement. Learn More Retirement Planning A question that inevitably lurks in the back of everyone's mind: when do I have enough to retire. We’ll help you with our holistic approach and consider all aspects of your life, from healthcare costs and insurance needs, retirement income to wealth preservation and distribution. We guide you through the complexities of various retirement plans—including IRAs, 401(k)s, Roth IRAs, while helping you avoid common pitfalls such as mutual funds with high fees, when to shift contributions to a Roth, or overlapping holdings. Learn More Social Security Planning We'll help you make informed decisions about claiming age, spousal benefits, and how continued work affects your payments. Click here to find out what your social security benefits currently look like and what your potential monthly benefits would be. By integrating Social Security planning with your other retirement income sources, we create a comprehensive strategy tailored to your financial goals. Learn More Eldercare Planning We provide compassionate and effective eldercare planning services to help you prepare for the future care of yourself and your loved ones. Our experienced team, led by founder Carol Gosho, understands the challenges of eldercare firsthand. We offer personalized financial strategies to address the high costs of senior care, from in-home services to assisted living and memory care facilities. Let us help you create a tailored eldercare plan that protects your family's financial well-being and quality of life. Generational Wealth Effective wealth management requires a long-term perspective. We ensure your key documents - will, living trust, and powers of attorney - are up-to-date and properly structured. We verify correct asset titling and confirm that beneficiaries and successor trustees align with your wishes. Importantly, we also facilitate clear communication, ensuring your potential heirs understand the financial plans you've established for the future. Take The First Step Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today. Schedule a Call Contact Office:  650-931-2518 Mobile:  415-999-1978 Fax: 415-963-3364 1900 South Norfolk Street Suite 350 San Mateo, CA 94403 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Gosho Financial Group is a Registered Investment Advisor registered in the state of California. Gosho Financial Group provides asset management and related services for clients nationally. Gosho Financial Group will file and maintain all applicable licenses as required by the state securities regulators and/or the Securities and Exchange Commission (“SEC”), as applicable. Gosho Financial Group renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. This website is intended to provide general information about Gosho Financial Group. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S Fee Only Financial Advisor in San Mateo: Gosho Financial Group Menu Home About Us   About Us About Carol Services Blog Resources   Retirement Estate Investment Insurance Tax Money Lifestyle Tools Schedule a Call Customized Financial Planning & Advice How We Can Help You At Gosho Financial Group, we understand that achieving and maintaining financial independence is a top priority for our clients, and we are dedicated to helping you reach these goals. Our comprehensive suite of services is designed to address every aspect of your financial life, from retirement planning and investment management to tax strategies and eldercare planning. Financial Planning Learn more Stock Option Planning Learn more 401(k) Management Learn more Investment Advice Learn more Retirement Planning Learn more Social Security Planning Learn more Eldercare Planning Learn more Generational Wealth Management Learn more Financial Planning Our client-centered financial planning provides personalized, bespoke services typically reserved for the ultra-wealthy. When you're ready to grow your wealth, consulting a financial advisor is essential. Our process involves a detailed understanding of your financial situation, developing a customized plan, and providing ongoing, fee-only investment management to help meet your financial goals. Learn More Stock Option Planning We understand the nuance of stock options and how Silicon Valley clients can have huge tax burdens. We specialize in tax planning, investment strategies, and early retirement planning.  Our comprehensive approach includes understanding the nuances of Non-Qualified Stock Options (NSOs), Incentive Stock Options (ISOs), Restricted Stock Units (RSUs), and Employee Stock Purchase Plans (ESPPs). We also offer specialized guidance for navigating IPOs. Our expert advisors guide you on when to exercise your stock options to minimize taxes and maximize profits. Learn More 401(k) Management We know for many people, your 401k is the single most important source of retirement income. We assist you in selecting the right funds, actively monitor performance, and rebalance your portfolio to align with your evolving retirement goals. For self-employed individuals, we offer specialized guidance on self-directed (solo) 401(k) investments, maximizing contribution limits and exploring diverse asset classes. Our approach integrates your 401(k) into your overall financial picture, considering factors like job changes, rollovers, and long-term financial objectives. Learn More Investment advice With over four decades of stock and bond market experience, we craft custom portfolios of individual stocks and bonds. We focus on generating passive income growth and secure bond interest income. We offer ongoing investment management, and maintain accessible minimum investments starting at $500,000, with flexibility for younger investors. Our holistic approach supports clients through life changes, prioritizes early wealth-building, and optimizes tax planning for retirement. Learn More Retirement Planning A question that inevitably lurks in the back of everyone's mind: when do I have enough to retire. We’ll help you with our holistic approach and consider all aspects of your life, from healthcare costs and insurance needs, retirement income to wealth preservation and distribution. We guide you through the complexities of various retirement plans—including IRAs, 401(k)s, Roth IRAs, while helping you avoid common pitfalls such as mutual funds with high fees, when to shift contributions to a Roth, or overlapping holdings. Learn More Social Security Planning We'll help you make informed decisions about claiming age, spousal benefits, and how continued work affects your payments. Click here to find out what your social security benefits currently look like and what your potential monthly benefits would be. By integrating Social Security planning with your other retirement income sources, we create a comprehensive strategy tailored to your financial goals. Learn More Eldercare Planning We provide compassionate and effective eldercare planning services to help you prepare for the future care of yourself and your loved ones. Our experienced team, led by founder Carol Gosho, understands the challenges of eldercare firsthand. We offer personalized financial strategies to address the high costs of senior care, from in-home services to assisted living and memory care facilities. Let us help you create a tailored eldercare plan that protects your family's financial well-being and quality of life. Generational Wealth Effective wealth management requires a long-term perspective. We ensure your key documents - will, living trust, and powers of attorney - are up-to-date and properly structured. We verify correct asset titling and confirm that beneficiaries and successor trustees align with your wishes. Importantly, we also facilitate clear communication, ensuring your potential heirs understand the financial plans you've established for the future. Take The First Step Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today. Schedule a Call Contact Office:  650-931-2518 Mobile:  415-999-1978 Fax: 415-963-3364 1900 South Norfolk Street Suite 350 San Mateo, CA 94403 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Gosho Financial Group is a Registered Investment Advisor registered in the state of California. Gosho Financial Group provides asset management and related services for clients nationally. Gosho Financial Group will file and maintain all applicable licenses as required by the state securities regulators and/or the Securities and Exchange Commission (“SEC”), as applicable. Gosho Financial Group renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. This website is intended to provide general information about Gosho Financial Group. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S Fee Only Financial Advisor in San Mateo: Gosho Financial Group Menu Home About Us   About Us About Carol Services Blog Resources   Retirement Estate Investment Insurance Tax Money Lifestyle Tools Schedule a Call Customized Financial Planning & Advice How We Can Help You At Gosho Financial Group, we understand that achieving and maintaining financial independence is a top priority for our clients, and we are dedicated to helping you reach these goals. Our comprehensive suite of services is designed to address every aspect of your financial life, from retirement planning and investment management to tax strategies and eldercare planning. Financial Planning Learn more Stock Option Planning Learn more 401(k) Management Learn more Investment Advice Learn more Retirement Planning Learn more Social Security Planning Learn more Eldercare Planning Learn more Generational Wealth Management Learn more Financial Planning Our client-centered financial planning provides personalized, bespoke services typically reserved for the ultra-wealthy. When you're ready to grow your wealth, consulting a financial advisor is essential. Our process involves a detailed understanding of your financial situation, developing a customized plan, and providing ongoing, fee-only investment management to help meet your financial goals. Learn More Stock Option Planning We understand the nuance of stock options and how Silicon Valley clients can have huge tax burdens. We specialize in tax planning, investment strategies, and early retirement planning.  Our comprehensive approach includes understanding the nuances of Non-Qualified Stock Options (NSOs), Incentive Stock Options (ISOs), Restricted Stock Units (RSUs), and Employee Stock Purchase Plans (ESPPs). We also offer specialized guidance for navigating IPOs. Our expert advisors guide you on when to exercise your stock options to minimize taxes and maximize profits. Learn More 401(k) Management We know for many people, your 401k is the single most important source of retirement income. We assist you in selecting the right funds, actively monitor performance, and rebalance your portfolio to align with your evolving retirement goals. For self-employed individuals, we offer specialized guidance on self-directed (solo) 401(k) investments, maximizing contribution limits and exploring diverse asset classes. Our approach integrates your 401(k) into your overall financial picture, considering factors like job changes, rollovers, and long-term financial objectives. Learn More Investment advice With over four decades of stock and bond market experience, we craft custom portfolios of individual stocks and bonds. We focus on generating passive income growth and secure bond interest income. We offer ongoing investment management, and maintain accessible minimum investments starting at $500,000, with flexibility for younger investors. Our holistic approach supports clients through life changes, prioritizes early wealth-building, and optimizes tax planning for retirement. Learn More Retirement Planning A question that inevitably lurks in the back of everyone's mind: when do I have enough to retire. We’ll help you with our holistic approach and consider all aspects of your life, from healthcare costs and insurance needs, retirement income to wealth preservation and distribution. We guide you through the complexities of various retirement plans—including IRAs, 401(k)s, Roth IRAs, while helping you avoid common pitfalls such as mutual funds with high fees, when to shift contributions to a Roth, or overlapping holdings. Learn More Social Security Planning We'll help you make informed decisions about claiming age, spousal benefits, and how continued work affects your payments. Click here to find out what your social security benefits currently look like and what your potential monthly benefits would be. By integrating Social Security planning with your other retirement income sources, we create a comprehensive strategy tailored to your financial goals. Learn More Eldercare Planning We provide compassionate and effective eldercare planning services to help you prepare for the future care of yourself and your loved ones. Our experienced team, led by founder Carol Gosho, understands the challenges of eldercare firsthand. We offer personalized financial strategies to address the high costs of senior care, from in-home services to assisted living and memory care facilities. Let us help you create a tailored eldercare plan that protects your family's financial well-being and quality of life. Generational Wealth Effective wealth management requires a long-term perspective. We ensure your key documents - will, living trust, and powers of attorney - are up-to-date and properly structured. We verify correct asset titling and confirm that beneficiaries and successor trustees align with your wishes. Importantly, we also facilitate clear communication, ensuring your potential heirs understand the financial plans you've established for the future. Take The First Step Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today. Schedule a Call Contact Office:  650-931-2518 Mobile:  415-999-1978 Fax: 415-963-3364 1900 South Norfolk Street Suite 350 San Mateo, CA 94403 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Gosho Financial Group is a Registered Investment Advisor registered in the state of California. Gosho Financial Group provides asset management and related services for clients nationally. Gosho Financial Group will file and maintain all applicable licenses as required by the state securities regulators and/or the Securities and Exchange Commission (“SEC”), as applicable. Gosho Financial Group renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. This website is intended to provide general information about Gosho Financial Group. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S Fee Only Financial Advisor in San Mateo: Gosho Financial Group Menu Home About Us   About Us About Carol Services Blog Resources   Retirement Estate Investment Insurance Tax Money Lifestyle Tools Schedule a Call Customized Financial Planning & Advice How We Can Help You At Gosho Financial Group, we understand that achieving and maintaining financial independence is a top priority for our clients, and we are dedicated to helping you reach these goals. Our comprehensive suite of services is designed to address every aspect of your financial life, from retirement planning and investment management to tax strategies and eldercare planning. Financial Planning Learn more Stock Option Planning Learn more 401(k) Management Learn more Investment Advice Learn more Retirement Planning Learn more Social Security Planning Learn more Eldercare Planning Learn more Generational Wealth Management Learn more Financial Planning Our client-centered financial planning provides personalized, bespoke services typically reserved for the ultra-wealthy. When you're ready to grow your wealth, consulting a financial advisor is essential. Our process involves a detailed understanding of your financial situation, developing a customized plan, and providing ongoing, fee-only investment management to help meet your financial goals. Learn More Stock Option Planning We understand the nuance of stock options and how Silicon Valley clients can have huge tax burdens. We specialize in tax planning, investment strategies, and early retirement planning.  Our comprehensive approach includes understanding the nuances of Non-Qualified Stock Options (NSOs), Incentive Stock Options (ISOs), Restricted Stock Units (RSUs), and Employee Stock Purchase Plans (ESPPs). We also offer specialized guidance for navigating IPOs. Our expert advisors guide you on when to exercise your stock options to minimize taxes and maximize profits. Learn More 401(k) Management We know for many people, your 401k is the single most important source of retirement income. We assist you in selecting the right funds, actively monitor performance, and rebalance your portfolio to align with your evolving retirement goals. For self-employed individuals, we offer specialized guidance on self-directed (solo) 401(k) investments, maximizing contribution limits and exploring diverse asset classes. Our approach integrates your 401(k) into your overall financial picture, considering factors like job changes, rollovers, and long-term financial objectives. Learn More Investment advice With over four decades of stock and bond market experience, we craft custom portfolios of individual stocks and bonds. We focus on generating passive income growth and secure bond interest income. We offer ongoing investment management, and maintain accessible minimum investments starting at $500,000, with flexibility for younger investors. Our holistic approach supports clients through life changes, prioritizes early wealth-building, and optimizes tax planning for retirement. Learn More Retirement Planning A question that inevitably lurks in the back of everyone's mind: when do I have enough to retire. We’ll help you with our holistic approach and consider all aspects of your life, from healthcare costs and insurance needs, retirement income to wealth preservation and distribution. We guide you through the complexities of various retirement plans—including IRAs, 401(k)s, Roth IRAs, while helping you avoid common pitfalls such as mutual funds with high fees, when to shift contributions to a Roth, or overlapping holdings. Learn More Social Security Planning We'll help you make informed decisions about claiming age, spousal benefits, and how continued work affects your payments. Click here to find out what your social security benefits currently look like and what your potential monthly benefits would be. By integrating Social Security planning with your other retirement income sources, we create a comprehensive strategy tailored to your financial goals. Learn More Eldercare Planning We provide compassionate and effective eldercare planning services to help you prepare for the future care of yourself and your loved ones. Our experienced team, led by founder Carol Gosho, understands the challenges of eldercare firsthand. We offer personalized financial strategies to address the high costs of senior care, from in-home services to assisted living and memory care facilities. Let us help you create a tailored eldercare plan that protects your family's financial well-being and quality of life. Generational Wealth Effective wealth management requires a long-term perspective. We ensure your key documents - will, living trust, and powers of attorney - are up-to-date and properly structured. We verify correct asset titling and confirm that beneficiaries and successor trustees align with your wishes. Importantly, we also facilitate clear communication, ensuring your potential heirs understand the financial plans you've established for the future. Take The First Step Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today. Schedule a Call Contact Office:  650-931-2518 Mobile:  415-999-1978 Fax: 415-963-3364 1900 South Norfolk Street Suite 350 San Mateo, CA 94403 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Gosho Financial Group is a Registered Investment Advisor registered in the state of California. Gosho Financial Group provides asset management and related services for clients nationally. Gosho Financial Group will file and maintain all applicable licenses as required by the state securities regulators and/or the Securities and Exchange Commission (“SEC”), as applicable. Gosho Financial Group renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. This website is intended to provide general information about Gosho Financial Group. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S