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Do you know where you are financially today? Do you have a handle on all of your different investments, savings and assets? Do you know how much money it’s going to take to retire comfortably and help achieve your ideal lifestyle?

Do you have succession planning in place for your business?
If you don’t have a clear understanding of your finances and if you’re not sure if you have the right protection pieces in place for a successful retirement, or your company – YOU SHOULD.

The advisors at Golden Wealth Solutions can help.
Through our unique Wealth Directions Process™ we’ll help you to better understand your goals, where you’re at risk and develop a written plan for your future.

Take the first step to financial freedom, protecting your family or company and give yourself a stress-free retirement. Complete our Financial Viewpoint or Business Viewpoint Assessment today and let’s get started.

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Discover how our Wealth Directions Process can help you to live today, plan for tomorrow and, "Live Life on Purpose!"

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Financial Planning

Holistic and personalized planning for your future based on your individual needs, values, and goals.

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Wealth Management

More than just financial planning – delivering customized financial solutions to manage your assets and exceed your goals.

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Business Succession

Creating a plan to secure your small business and minimize your tax burden. Helping business owners develop an exit and succession strategy for their business.

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Legacy Planning

Develop a plan to transfer your assets based on your values and goals to those who are important to you.

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Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.
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