Our Process

OUR ADVISORS PROVIDE COMPREHENSIVE FINANCIAL ADVICE.

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 clear, precise advice. 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 knowledge that you have a financial plan for every stage of your life. We can help you:

1. Accumulate

Achieving your dreams starts with articulating and quantifying them.

2. Manage.

Our advisors work with you to design savings and investment strategy tailored to help meet your specific financial goals, based on your individual risk tolerance.

3. Protect.

Your investment portfolio is only half of the equation. You also need ideas to help minimize your tax liabilities and guard your family’s financial future from unforeseen events.

4. 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.

5. 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.

Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. Golden West, A Financial Corporation and the above firms are independent and non-affiliated. www.lincolninvestment.com None of the information on this web site should be considered tax or legal advice. You should consult your legal or tax advisor for information concerning your individual situation. tax, legal, or social security claiming advise is not offered through, nor supervised by Lincoln Investment or Capital Analysts. This site has been prepared solely for information purposes is not intended to be a solicitation offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.