Broker Check

How Do I Start?

START PLANNING YOUR FUTURE NOW

The advisors at our firm specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Step 1

Complete the applicable Viewpoint Assessment – this will help you determine where you’re at financially and give us more information on how we can help plan for your future.

  • Financial Viewpoint Assessment
    • The nature of the questions will help you understand the type of work we do.
    • Your responses will help both of us determine how we should proceed.
  • Business Viewpoint Assessment
    • The nature of the questions will help you understand the type of work we do.
    • Your responses will help both of us determine how we should proceed.
  • Retirement Assessment
    • Invest your savings to achieve your financial goals while still managing risks effectively.
    • Tell us about yourself so we can determine the best path forward.

Step 2

Not sure if we’re the right fit for you?

Schedule your FREE consultation now by calling us at (720) 657-1099, emailing info@goldenwealthsolutions.com 

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