Financial Services

Preparing for your financial future is a vital step toward achieving long-term security and reaching your personal goals. At GoldenTrust, we recognize the dedication and effort it takes to build a successful life. That’s why we’re committed to helping you safeguard what matters most—your family, your assets, and your legacy. Our goal is to provide peace of mind through expert guidance and tailored protection strategies designed around your unique needs.

Individuals and Families

No matter where you are in your financial journey, you’ve probably got quite a bit going on, and our team is here to help you.

Whether you’re planning for college expenses or retirement, we believe every family deserves a personalized strategy.

The beginning of a new career is an exciting and scary time for anyone. The good news is that time is a significant asset. When beginning a new career, you face a variety of financial decisions, including how to invest your earnings and what benefits you should select. Protecting yourself and your investments will benefit you the most in the long run. GoldenTrust can help you make the financial choices that will help you build your financial profile and protect what you’ve built.

Planning your big day is already challenging—so let GoldenTrust help you plan your financial future together.

Parenthood is one of life’s great joys. From late-night feedings and watching your child’s first steps to their graduation from college, GoldenTrust can help you take advantage of the financial options that protect today so you can enjoy tomorrow.

Buying your first home is a representation of the American dream. While it takes time to turn your first house into a home, you can ensure that this is a place of safety and security for your family and loved ones. GoldenTrust can provide you with solutions to safeguard your finances and protect your home in unforeseen circumstances.

No one understands what your family needs more than you. As time goes on, you learn everything about your children, parents, and even grandparents. This includes what their future holds and what they need to live their best life. Just under 15 percent of all Americans find themselves supporting aging parents financially and beyond. However, our parents took care of us when we needed it, and they might need our assistance now. You care for your loved ones and want to make sure they’re protected at all times, whether this means an aging parent or growing children. Our team can help create the type of confidence in your financial base and insurance coverage that you and your loved ones deserve. GoldenTrust has a dedicated professional team prepared to help plan for the expected while accommodating for the unexpected. We’ll take out the guesswork, helping you support your children and aging loved ones. Through both your financial income and insurance benefits, GoldenTrust can provide support when you need it most.

We hear about saving money for what feels like our entire lives. As we age, this doesn’t change as we pass on higher learning opportunities by providing for our children. With college tuition consistently on the rise, it’s never too early to start saving.

When can you retire? When will you retire? Although retirement may seem like a far-off dream, determining how much money you’ll need for your plans is crucial. GoldenTrust can help you by beginning planning early, answering all of your questions for the future. It is understandable to feel apprehensive about having enough money to last in retirement. With annuities in today’s financial market, retirees have an array of benefits that can generate income to provide a legacy for loved ones. Our team will also take some of the complications out of post-retirement preparations, ensuring your wishes are carried out in your life’s end-parts with wills and trusts. These legal documents are designed to carry out various wishes to positively impact businesses and assets during estate planning, disability and illness, divorce, and remarriage.

Business Owners

If you own a business, handling your personal and corporate finances is undoubtedly taxing. With GoldenTrust, our team simplifies the process through integrated planning. When you run your business, you’re busy, and your time is valuable. Our goal is to provide the insights you need to protect yourself—personally and professionally.

GoldenTrust knows running a business takes an excessive amount of time, and it isn’t easy. You must commit to expanding your name presence, find new clients, and hire the right staff. These tasks come with their own financial decisions that can impact your company and your personal life.

Our team has various financial solutions that can help you protect what you started building, even when the unexpected arises.

This is the stage of business operation where you financially start to see your hard work come to fruition. The biggest concern now is typically avoiding some catastrophic event that can derail your plans.

The smartest thing to do is protect against the expected and unexpected before an incident takes place. GoldenTrust will help you take advantage of programs that can attract and retain key talent as you work to protect your investment and grow your soon-to-be flourishing business.

Inevitably with success, there may come a day where you decide that it’s time to pack it in and call it a day. Whether gradual or sudden, transitioning out of your business requires strategic planning—and we’re here to help.

No matter how you plan to transition into your post-company life, GoldenTrust can offer you solutions to help provide your company (and you) with the best opportunities for success after you leave.

Ready to Start Saving Money?

(305) 901-0601

IRA (Rollover and 401k Rollover)

No one can predict the future. The best any of us can do is prepare—and GoldenTrust is here to help. After all, you work hard your entire life so that you can choose to do what you want. An option that can help you meet your goals is an Individual Retirement Account or IRA. Rollover IRAs enable you to move funds from an employer-sponsored retirement plan or 401k into an IRA. You can preserve the tax-deferred status of retirement assets without paying current taxes or any early withdrawal penalties when you transfer. This option offers a wider range of investment choices that can help you meet goals and minimize risks.