welcome to
golden financial
Your bridge to a better retirement.
Strategies Today
for a Brighter Tomorrow
We are passionate about providing the best possible care for our clients and building lifelong relationships. As an independent firm, we serve with honesty and integrity, offering a range of products to cover our clients’ needs.
As independent agents, our goal is to offer unbiased advice and work to find the financial strategies that fit your specific needs. At Golden Financial, we are constantly educating ourselves on the best policies for our customers’ situations and will keep you updated if there are changes that can impact your financial life.
If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred vehicle, you have a tax bill due in retirement. That’s because you’ve deferred your taxes to the future.
Do you know the size of your potential tax bill?
Find out in 3 easy steps!
Financial services with your needs in mind
While developing a customized financial program, we will walk you through a step-by-step process that will help you be more confident in your decisions. We offer a wide array of services and products to help you work toward your retirement goals. Click here to discover our financial services.
IRA/401(k) Strategies
Our team is dedicated to guiding you through the retirement process to help you have a clear understanding of how your hard-earned money is being managed. With our team and support, you can feel confident making decisions about your IRA and 401(k) rollovers.
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Retirement Income Strategies
Our organization prides itself on providing retirement strategies to our surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.
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Social Security
Your Social Security benefit represents years of hard work, which is why we work to ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
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“We feel very fortunate to have found such knowledgeable and trustworthy financial professionals. Prompt and compassionate, their clients’ needs come first.
- Ken & Carol
Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.
Get a complimentary copy of Patrick Kelly’s book
“Stress-Free Retirement”
National Best-Selling Author, Patrick Kelly, shows today’s current (and potential) retiree how to eliminate the pain and hassles of the investment landscape. In this book, Patrick will show you how to:
- Protect your life’s savings against loss
- Create an income stream you can never outlive
- Receive unlimited upside gain potential with zero risk of loss
- Stop paying annual management fees to stockbrokers and money managers