Contact Al for all of your retirement planning needs by filling out the form below.
Your retirement plan doesn’t need to be complicated!
Al Smith doesn’t use fancy software to create twenty-page reports full of charts and graphs. Instead, he meets you with his fifteen years of experience, a calculator, and some basic information about the money you’ve already saved.
He wants you to walk away from that first meeting feeling confident instead of confused.
At Golden Eagle Financial, Al believes your foundational retirement plan should be simple: Look at how much money you have now, estimate how much your investments are likely to grow over the next few years, and decide how you want to pull that money out so it lasts as long as you need it to. Then, once you have your fundamental retirement plan in place, Al will talk to you about planning ahead for unforeseen events.
Schedule a free consultation with Golden Eagle Financial now, and take the mystery out of retirement planning. Filling out the form on this page or call 303.744.1128, and Al Smith will help you create a plan!
Advisory services offered through Foundations Investment Advisors, an S-E-C Registered Investment Adviser.
Saving for retirement is not the same thing as having a retirement plan. Al Smith, founder of Golden Eagle Financial, helps people near and in retirement who have already saved up the money they need … but who haven’t really thought about what comes next!
You wouldn’t hop in the car for a two-week vacation with no destination in mind. You wouldn’t hire a new employee without a job description. You shouldn’t retire without a clear idea about how you’re going to collect the money you’ve been diligently saving all your adult life.
As soon as you retire, your focus shifts from saving money to making money last!
Your risk tolerance changes.
You need a financial advisor who specializes in wealth preservation, not wealth accumulation. Set up a free consultation with Golden Eagle Financial today by filling out the form on this page or by calling 303.744.1128, and Al Smith will help you create a plan!
Advisory services offered through Foundations Investment Advisors, an S-E-C Registered Investment Adviser.
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.303.744.1128