AYCO | A Goldman Sachs Company Golman Sachs | Personal Financial Management

Thank you for your interest in the Ayco program and Goldman Sachs Personal Financial Management. As we begin our relationship, a review of your financial picture is key to our approach. In preparation for our first meeting, we ask that you take a few minutes to provide the requested information in the following Client Information Form.

Our team is here to help you review your options and gain clarity, confidence and control over your financial decisions.

Access Code
Personal Information
Financial Information

If you are eligible for a pension or other retirement benefits, please provide the following:


By checking this box, you acknowledge that your responses will be shared among Goldman Sachs & Co. LLC and its affiliates in order to help us better assist you. For more information, see our online Privacy Policy.

Confirmation success!

Thank you for your submission.

We respect your privacy. Read our privacy policy here.

You may also contact us at retirementplanning@gs.com. Please indicate your company name in the subject line.