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WELCOME TO GOLDEN WEALTH SOLUTIONS

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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We’re here for you!

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

Financial Planning

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

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Wealth Management

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

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

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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<p>Bridging the Confidence Gap</p>

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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<p>Social Security: Five Facts You Need to Know</p>

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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<p>Budget Check Up: Tax Time Is the Right Time</p>

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
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