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GSI Financials
GSI Financials provides comprehensive wealth planning services focused on retirement income planning. The firm helps clients transitioning from accumulation...
Overview
GSI Financials provides comprehensive wealth planning services focused on retirement income planning. The firm helps clients transitioning from accumulation to distribution coordinate investments, pensions, and Social Security to create tax-efficient, inflation-beating income that lasts throughout retirement. Services include retirement income planning, estate planning, tax planning, legacy and charitable giving, insurance planning, annuities, and planning for business owners and women in retirement.
General information
Firm type
Asset Manager
Principals
Richard Goselin
MBA, Retirement Income Advisor; Managing Principal and Retirement Investment Advisor
Kenneth Gibbons
CPA
Frequently asked questions
What specific credit asset classes does GSI Financials target?
Public records suggest the firm focuses on asset classes with hard collateral and contractual cash flows, including residential and commercial real estate whole loans, distressed debt, and asset-backed securities. The firm's origination model targets complex, collateral-intensive transactions that are underserved by larger institutional lenders. Specific portfolio holdings by name are not a matter of public record.
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