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HOW WE CAN HELP YOU

At Golden Legacy Advisors, we recognize that your future is at stake.

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As your financial advisor, it’s essential for us to understand your circumstances, beliefs, and life aspirations. Instead of focusing solely on financial aspects, our approach is comprehensive — we take into account your core values.

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Through our discovery process, we will develop a plan centered around what matters most to you — a personalized investment strategy. It’s crucial to assemble the right pieces. Without careful planning and proficient execution, plans can become mere hopes. We’re here to help you seamlessly integrate your finances with your life.

INDIVIDUAL PLANING

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 PLANING

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 Deferred Compensation Plans

  • Section 162 Plans

  • Supplemental Disability Income Insurance

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Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

HOW TO RETIRE EARLY

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on from your job.

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Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

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BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

BURSTING THE BUBBLE

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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LIFESTYLE

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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AN ARM AND A LEG

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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4 ELEMENTS OF AN ESTATE STRATEGY

Learn about the importance of having an estate strategy in this helpful and informative video.

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