Golden Eagle Financial

Retirement Planning Specialist

New Workshop:
Minimize Taxes in Retirement!

11:30am-1:00pm, Ruth’s Chris Steakhouse on E Belleview Ave

Lunch provided!
Register now by filling out the contact form on this page.

Feel Good

Walk out of Al Smith’s office feeling great about your retirement plan!

Think about how you feel after talking to your current financial advisor: worried that you might run out of money; uncertain about whether or not you’ve saved enough; confused about what sort of budget you’ll have in retirement.

Al Smith, Founder of Golden Eagle Financial, will help you strategize so the money you have already saved will meet your future goals.

Tell Al Smith how much you currently have in your 401K or IRA; he will show you how to make that money last.

Re-investing your nest egg into alternative, tax-free accounts will preserve your wealth for the future.

You’ve done well, setting money aside all those years! Now you just need to know the next step.

Find out how your years of saving will fit into your retirement plan.

Fill out the contact form now on this page.

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

Strategy vs. Size

How you receive income from your nest egg in retirement is even more important than the size of your nest egg.

All your adult life, you have focused on growing the money you set aside. Now you enter the uncharted territory of making certain that those funds will last for your lifetime. Al Smith will help you transition smoothly from accumulating wealth to preserving it.

Chartered Financial Consultant and founder of Golden Eagle Financial, Al Smith works with people of varied income levels to create tax-free income in retirement. Some of his clients enter retirement with healthy pensions and robust portfolios. Others rely primarily on Social Security and the money in their 401k or IRA. Regardless of your previous investment strategies, how you choose to structure and withdraw your retirement savings will have significant tax implications.

Fill out the contact form on this page to make your money last.

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

Al Smith Golden Eagle Financial

Planning: Before making any recommendation, Golden Eagle Financial will gather information to see the big picture of your unique situation. 
By addressing your greatest concerns first, we begin a process together.

Strategy: Golden Eagle Financial will develop strategies for optimizing your invested assets while minimizing possible loss along the way.
Results: Through an ongoing relationship with you, Golden Eagle Financial will update and adjust your personal planning analysis regularly to keep you on track and moving toward your financial goals.

Retirement Planning Goes Beyond Accumulating Wealth