You’ve worked hard for years, saving for the goals you’ve set. You deserve a comfort level that you’ve selected the right guardian for your family’s finances. We have a plan to optimize your wealth.
STAGE I
Golden Compass Wealth Advisors begin every client relationship with a thorough examination of personal assets and liabilities. We analyze a prospective client’s economic strengths before committing to a long-term relationship to ensure we are the right fit for your needs.
We utilize our analysis of every aspect of your financial positions and goals to develop a comprehensive financial plan that includes an assessment of:
| Cash flow |
Tax strategies |
Investment portfolios
- Stocks and bonds
- Mutual funds
- Real estate
- Taxable or deferred tax investments
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Trust and estate plans |
Insurance
- Life and Health
- Disability
- Long-Term Care
- Property
- Liability protection
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Business growth and development
- Strategic planning
- Forecasts and budgets
- Benefits, team development and customer relations
- Cash flow
- Strength/Weaknesses
- Valuations, succession, and exit strategies
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Even before the plan is formally underway, our professional team is looking for ways to improve your financial position, lessen your liabilities, and lower your taxes.
STAGE II
Your financial plan is synchronized to the personal goals you’ve set for your family, ensuring a realistic investment program supports your ambitions and minimizes chances of disappointments or unpleasant surprises.
We use this opportunity to find financial strengths we may duplicate and assess financial weaknesses we encounter, while addressing concerns they may be causing you.
STAGE III
A completed action plan is presented to you, itemizing goals, recommendations, and milestones to be met.
The Golden Compass team closely monitors the success of this plan, communicating with you as frequently as you request. Regularly-scheduled annual reviews ensure the plan stays on track while providing opportunities to incorporate changes in your personal circumstances (marriage, births, etc.) and to introduce you to tax law changes, appropriate financial instruments or new services.
By combining our in-depth knowledge of your needs, desires and goals with the specialized skills required to effectively negotiate the investment, tax and legal systems, Golden Compass Wealth Advisors is able to merge all your legal, financial, tax, philanthropic and business matters into an approach that makes sense to grow your assets, protect your family and your future, and help you rest easy knowing you have the best possible chance of actually achieving your life’s ambitions.
Golden Compass Wealth Advisors. It’s About the Journey We’re Taking Together.
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