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.
info@goldenwealthsolutions.com
(720) 657-1099