Santa Barbara, CA - March 28, 2005

Dan Goldie, owner and founder of Dan Goldie Financial Services, is quoted extensively in the March issue of the Journal of Financial Planning Magazine. The article "Taking the Plunge into Outsourcing Through Technology" by Andrew Kantor discusses in depth how more and more financial service firms are signing up for, what many refer to as, "outsourcing partners." This helps take some of the workload off of their staff without having to add the expense of adding employees. According to Mr. Kantor, Goldie echoes an idea that many satisfied outsourcers tout: Focusing on what they do best. Dan Goldie outsources all his back-office functions to Partnervest Financial Group. He states "Partnervest is in charge of doing my audits, all the trading records and the various things that an investment advisor has to keep for compliance reasons" he further adds "My value-added is not managing employees. I want to not do anything that is not directly related to helping my clients. Partnervest interacts with my clients for paperwork-type issues and smaller issues freeing me up to focus on the most important things. My core value-added is in managing portfolios, providing financial planning services and interacting with my clients-helping them make smart decisions."


About Dan Goldie Financial Services
Dan Goldie is a fully independent fee-only advisor who has spent the last 14 years helping investors realize their personal financial goals. Mr. Goldie currently oversees more than $250 million of client assets. He is co-author of "The Prudent Investors Guide to Beating Wall Street at Its Own Game", published by McGraw-Hill. Mr. Goldie is a frequent speaker at investment workshops and educational seminars and has been quoted in the Wall Street Journal, the San Francisco Examiner, Personal Financial Planning Magazine, Stanford Magazine, Cal Business Magazine, and other business and financial publications. He holds a BA degree in economics from Stanford University and an MBA degree from the Walter A. Haas School of Business. He holds the Chartered Financial Analyst (CFA) designation, the Certified Financial Planner (CFP) certification and is a member of the Institute of Chartered Financial Analysts, the Association of Investment Management and Research, and the Security Analysts of San Francisco.


About Partnervest Financial Group
Partnervest Financial Group LLC, headquartered in Santa Barbara, California, is a privately owned full-service financial services company. Partnervest provides superior, unbiased wealth management solutions for investors and the advisors that serve them. Partnervest and its wholly owned subsidiaries, Partnervest Securities, Inc. (Member NASD/SIPC), Partnervest Advisory Services LLC, a Registered Investment Advisor, and Partnervest Insurance Services LLC, an Insurance Agency, provide the full spectrum of financial services and products, as well as back-office operations, compliance, and business consulting services. For further information, contact Partnervest at (888) 991-9969 or at www.partnervest.com.