Our Services

GOLDEN TRIANGLE FINANCIAL SERVICES OFFERS INDEPENDENT FINANCIAL MANAGEMENT AND ADVICE TO INDIVIDUALS AND BUSINESSES IN THE FOLLOWING KEY AREAS:.
 

COMPREHENSIVE FINANCIAL PLANNING -- THOROUGH REVIEW OF YOUR OVERALL FINANCIAL SITUATION AND DETERMINE THE ORDER OF IMPORTANCE FOR YOUR GOALS.
 

RETIREMENT PLANNING -- MAKING THE MOST OF YOUR EMPLOYER-SPONSORED RETIREMENT PROGRAMS. MAKING YOU AWARE OF WHAT YOU CAN DO TO SUPPLEMENT YOUR RETIREMENT OUTSIDE YOUR EMPLOYERS PLANS. DETERMINING HOW MUCH YOU NEED TO RETIRE COMFORTABLY. MANAGING ASSETS BEFORE AND DURING RETIREMENT. PRODUCTS AND SERVICES PROVIDED INCLUDE:

IRAs, TRADITIONAL AND ROTH. ROLLOVER IRAs. (LEAVING YOUR JOB OR RETIRING)
QUALIFIED RETIREMENT PLANNING FOR BUSINESSES (401k's, SIMPLE'S, SEP'S, ETC)
PENSION MAXIMIZATION
 

INVESTMENT AND ASSET MANAGEMENT -- DETERMINING YOUR ASSET ALLOCATION NEEDS.
HELPING YOU UNDERSTAND YOUR RISK TOLERANCE. RECOMMENDING THE APPROPRIATE INVESTMENT VEHICLES TO HELP YOU REACH AND EXCEED YOUR GOALS.
 
 
LIFE & DISABILITY INSURANCE -- PLANNING FOR THE UNEXPECTED.  WE DO A COMPREHENSIVE  RISK ASSESSMENT OF YOUR SITUATION TO DETERMINE NOT ONLY THE RIGHT AMOUNT OF INSURANCE, BUT THE RIGHT TYPE.  LET US DO THE SHOPPING TO FIND YOU THE BEST PRODUCTS  FOR THE BEST PRICE CURRENTLY AVAILABLE IN THE MARKETPLACE. 
 

EDUCATION FUNDING - DISCUSS THE DIFFERENT OPTIONS TO FUND YOUR CHILDREN'S OR GRANDCHILDREN'S EDUCATION AND SEE WHICH WORKS BEST FOR YOUR SITUATION.
 

EMPLOYEE AND EXECUTIVE BENEFITS -- HELPING YOUR BUSINESS ATTRACT AND RETAIN QUALIFIED EMPLOYEES THROUGH THE DIFFERENT BENEFIT PACKAGES AVAILABLE.
RISK MANAGENENT-- REVIEW EXISITING LIFE, DISABLITY AND LONG TERM CARE POLICIES. RECOMMEND POLICY CHANGES WHEN APPROPRIATE. FINDING THE BEST POLICY AT BEST PRICE.
 

ELDER AND LONG TERM CARE PLANNING -- WORKING WITH SENIORS TO PROTECT WHAT THEY HAVE AND TO MAKE SURE THEY ARE MAXIMIZING ALL THEIR ASSETS.  
 
 
ESTATE PLANNING --  OUR ESTATE PLANNING ATTORNEY WILL GUIDE YOU IN THE LATEST TECHNIQUES AVAILABLE TO MAKE SURE YOU ARE DOING ALL YOU CAN IN THE AREA OF ESTATE CONSERVATION.

 
 
 
 
FOR MORE DETAILED INFORMATION OR IF THERE IS SOMETHING NOT LISTED THAT YOU HAD A PARTICULAR INTEREST IN, PLEASE FEEL TO CALL FOR MORE INFORMATION.