At Golden West we offer guidance on our clients’ financial needs, and we develop lasting relationships founded on shared values and a complete understanding of our clients’ goals. Our team of financial professionals have the skill set to tackle complex issues and deliver a clear, precise solution. Golden West’s team of professionals pride themselves in building hand-crafted solutions that range from Investment and Risk Management, Estate & Succession Planning, Education and 529 Planning, Life Insurance Strategies, Alternative Investments, Financial & Retirement Income Planning.
At the core of your relationship with Golden West is a coordinated approach to managing your wealth, providing you and your family the security that comes with knowing you have a sound financial plan for every stage of your life. We can help you:
- Accumulate. Achieving your dreams starts with articulating and quantifying them.
- Manage. We work with you to design savings and investment strategy tailored to help meet your specific financial goals, based on your individual risk tolerance.
- Protect. Your investment portfolio is only half of the equation. You also need ideas to minimize your tax liabilities and guard your family’s financial future from unforeseen events.
- Enjoy. They say life is what happens to you while you’re making other plans. We will help you balance your current income and liquidity needs with your long-term goals.
- Distribute. The right planning can help ensure that what you have built will eventually benefit the people and organization that mean the most to you.