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Why work with us

wealth directions process

At Golden Wealth Solutions, we know it’s your future on the line.

 As your financial advisor, we must understand your situation, beliefs and appreciate your life dreams. Rather than focus solely on monetary matters, the Golden approach is holistic — we consider your most deeply held values.

 Through our discovery process, we will build a plan around what’s most important to you — your own custom investment strategy. It’s critical to put the right puzzle pieces in place. Without careful planning and competent execution, plans turn into wishful thinking. We’ll help you merge your money with your life — effectively.

Individual Planning

Investment Portfolio Review

  • Portfolio Analysis
  • Managed/WRAP Accounts
  • Fixed Income Products

Retirement Needs Analysis

  • Social Security Review
  • Retirement Income Planning
  • Bucket Planning

Financial Overview

  • Cash Flow Analysis
  • Budget Planning
  • Debt Management
  • Insurance Analysis

Estate Planning

  • Estate Tax Analysis
  • Review of Wills
  • Charitable Giving
  • Legacy Planning
  • Beneficiary Review

Education Funding

  • 529 College Plans
  • Cash Value Life Insurance
  • Coverdell Education Accounts

Business Planning

Business Continuation Planning

  • Individual Life Insurance
  • Buy-Sell Agreement
  • Key Person Insurance
  • Insurance Analysis

Employee Benefits

  • Health Insurance
  • Life Insurance
  • Disability Income Insurance
  • Dental and Vision Insurance

Retirement Plans

  • 401(k) and Profit Sharing Plans
  • SIMPLE Plans
  • Simplified Employee Pensions (SEPS)
  • Payroll Deduction IRAs
  • Annuity Checkup

Executive Benefits

  • Traditional Deferrred Compensation Plans
  • Section 162 Plans
  • Supplemental Disability Income Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

(720) 657-1099