Services

How We Work

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.

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.

Mike@goldenwealthsolutions.com | Matt@goldenwealthsolutions.com | (303) 456-1913