WEALTH & RETIREMENT PLANNING
Retirement is formally defined as the point when one ceases employment completely. The fact of the matter is that real life retirement cannot be so simply stated. At Golden West, among our strongest assets is the personal approach we emphasize on everything we do. Our advisors get to know you and all of your needs and desires that must be considered to comprise a financial plan for your retirement, no matter how you define it.
INVESTMENT PORTFOLIO MANAGEMENT
Our advisors take a highly personalized approach to creating investment portfolios that take into consideration our clients' specific goals, risk tolerance, tax situation, growth expectations and liquidity requirements unique to each client. Golden West's seasoned team will then carefully implement an individualized portfolio designed to help our clients achieve their objectives and manage their wealth according to their evolving circumstances.
ESTATE & SUCCESSION PLANNING
Have you considered and implemented a plan that effectively manages and protects your family assets after you no longer wish or are able to administer them? Perhaps you have a business that also requires a proper process in place that identifies and defines the individuals who will step up to new responsibilities. Golden West advisors work with you to define the clear objectives and solutions that accompany your estate and succession planning. The implementation of such a plan is a critical component to your financial map.
LIFE INSURANCE & ANNUITY STRATEGIES
Golden West places material emphasis on the risk aspect of the risk-reward equation. Financial, pure, and particular are three different types of risk that are considered in a financial plan that realistically considers the predictability of cash flow during and after your lifetime. Managing this risk, appraising and controlling it, is one of the key functions that Golden West serves in helping to provide meaningful solutions for your specific goals.
Through our advisors, Golden West incorporates these types of asset classes in its portfolios with the goal of providing supplementary, non-market correlated opportunities and returns. This approach differentiates Golden West from today’s marketplace advisory firms. Our advisors leverage strong relationships and seek out opportunities in niche areas with the intent to help provide significant value propositions to our clients.
CORPORATE ACCOUNTS & 401K PLANS At Golden West, We take a very proactive approach to business owners and corporate plans. Through our advisors, we are in the business of educating all participants of our plans to help them reach their retirement and savings goals. Implementing our process with each individual in the corporate plan allows this to happen.
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.