Golden Eagle Financial goes beyond money management to help you invest your assets wisely in preparation for retirement.
You may be in that tricky phase where you’re still working, so you want to make sure that your wealth will continue to grow but you’re also getting close enough to retirement that you might want to consider moving some of your nest egg into safer, alternative accounts where you cannot lose principal, but enjoy tax-free income.
Al Smith of Golden Eagle Financial will help you balance risk and reward now before you retire to maximize your income in retirement.
Financial advisors who only manage your assets don’t create retirement plans.
Al Smith is licensed for investments and is a fiduciary. Once he meets with you to learn your risk tolerance, he will help you weigh how much of your wealth to invest where your money can grow versus how much you want to keep out of the market entirely.
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.
In every meeting, Al Smith spends more time listening than talking. Because he’s not limited to asset management alone, Al offers a variety of investment vehicles to his clients, from the most conservative to the most aggressive.
Before he makes a recommendation, he needs to understand your risk tolerance.
Financial advisors who push one type of product probably sell only that product.
They’re giving you advice based on their profits. It may not be bad advice, but it’s certainly not comprehensive.
Al never tries to persuade his clients to choose one product over another.
That’s not his job!
His job is to create a financial plan that fits your risk tolerance providing a clearer picture of what your retirement will look like so you know what to expect. He does that by listening carefully. Many of Al’s clients have modest assets but have them invested wisely: some completely protected from loss, generating income for future use; some growing.
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