Goldshot Lamb & Hobbs

Highly Engaged Employees

Goldshot, Bragg & Associates, Inc. provides financial consulting and planning services appropriate for those who desire to take a hands-on approach to reaching definable financial objectives. Goldshot, Bragg & Associates, Inc. financial and consulting clients range from high net worth individuals with substantial financial assets to those who are n... ot presently wealthy but have begun accumulating assets and would like to achieve financial security. Goldshot, Bragg & Associates, Inc. services are tailored to the requirements of each client. They can be as extensive as a comprehensive financial plan, or limited in scope to the analysis of specific issues, such as refinancing a home, life insurance needs, saving for a child's education or planning for retirement. Through interviews, research, and analysis we ascertain financial issues critical to each client, and outline a program to help them resolve such issues while remaining on track to reach their financial goals. Whatever the objective, Goldshot, Bragg & Associates, Inc.'s financial advisors work to help each client determine where they stand today, and where they'd like to be in the future. Goldshot, Bragg & Associates, Inc. then helps set and maintain a course toward attainment of a comfortable future. The financial planning services of Goldshot, Bragg & Associates, Inc. are directed by Michael S. Lamb, a Certified Public Accountant, Personal Financial Specialist, and Certified Financial Planner. Mike is a partner in the firm and specializes in the accounting and tax areas of manufacturers, distributors, not-for-profits and personal financial planning for individuals. He is a member of the AICPA, OSCPA, FPA, Dayton Association of Tax Professionals and the Dayton Trust and Estate Planning Group. Goal setting, cash flow, net worth, and risk tolerance are aspects of financial planning that CPAs understand. On top of that knowledge, special training in all areas of personal financial planning, including retirement and estate planning, college funding, ...Read More