How Do I Start?

Welcome to the Golden Family!

So many times, life can throw a curveball – preparing for the unexpected, mitigating your risk and planning for your future with a holistic financial plan can be critical in today’s world – congratulations on taking the first step!

Let's Get Started!

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
Business Viewpoint Assessment
Retirement Assessment

Step 2

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

Not sure if we’re the right fit for you? Please review Questions You Should Ask A Financial Advisor

Other Tools to help you get started:

Client Confidential Profile
Risk Tolerance Questionnaire

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