Register Today to reserve your seat for this FREE luncheon.
September 28th -Tuesday or 30th -Thursday
Luncheon at Maggiano’s Little Italy at the Denver Tech Center.
11:30-1:00pm
Register in order to reserve your seat by completing the form on this page.
Your CPA handles your tax preparation every Spring, but you also need a financial advisor who includes tax planning in your strategies for retirement!
Your retirement plan with Golden Eagle Financial will provide a clearer view of what your retirement will look like tax-wise.
Tax planning matters most in your fifties and sixties when you still have time to accumulate wealth tax-free. Even after you have begun taking Social Security, however, Al Smith can still help you transition a portion of your nest egg into alternative, non-taxable accounts to create guaranteed income in retirement. You’ve already been setting money aside.
Now, choose a financial advisor who specializes in preserving that money so your savings will last! Schedule a free, no-obligation consultation with Al Smith of Golden Eagle Financial.
Fill out the contact form on this page for more information.
Planning with Purpose.
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.
Other financial advisors may help your money grow, but they do not plan ahead to minimize taxes in retirement.
Al Smith goes beyond mere asset management to help you create a written retirement plan that will withstand a stress test.
You can’t predict the future, but you suspect taxes may go up by the time you retire. You want to know how to protect your nest egg from increased taxes so your money will last!
Imagine a document you can hold in your hands that contains contingency plans for unexpected healthcare events, runaway inflation, stock market fluctuations and higher taxes.
Your retirement plan with Golden Eagle Financial will provide a clearer view of what your retirement will look like tax-wise. Schedule a free, no-obligation consultation with Al Smith of Golden Eagle Financial.
Fill out the contact form on this page for more information.
Planning with Purpose.
Advisory services offered through Foundations Investment Advisors, an SEC 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