At Golden Financial Services, we entirely believe in the
power of individual choice. After all, it was that same power
that founded our firm!
When you go to a big financial professional with a famous
Wall Street name, you don't necessarily get that choice. While
many big-name firms offer quality investment products, the
ones that a financial professional can offer you are often
chosen by a big corporation. That choice is made by people
who don't know you, and they often impose sales quotas on
the financial professional helping you.
In other words, your investment choices are often limited
choices, and there may be hidden agendas. We don't think that's
the right way to do business.
Here's what we think is the right way to do business:
- Care for our clients in the way we'd want for
ourselves. We founded Golden Financial Services
to be the kind of place where we'd want to be clients, if
we didn't already work here! We'd want to be respected,
informed, and heard. We don't expect our clients to demand
- Know our clients and their goals. We
understand that investing is more than just a numbers game.
There's emotion involved as well. People assign different
values to money and approach investing for many reasons.
The so-called best investments aren't necessarily the best
for everyone. When we first get to know each other, we'll
ask you a lot of questions so that we can learn about you
as a person, and we'll tailor your investments accordingly.
We want to be just as excited about your dreams as you are.
- Treat clients like people, not like portfolio
balances. One thing you'll notice about our firm
is that we're friendly. Down to earth. Good listeners. Having
been in the business a long time, we've encountered this
mix of attitudes—and a whole lot of market cycles
(both good and bad!). We've got a lot of perspective that
can help keep you on an even keel through the ups and downs.
- Empower clients to feel confident about their
decisions. You don't have to know the difference
between a REIT and a UIT when you come to see us. We're
happy to explain it to you if you're curious. If you're
not, that's okay, too. Some clients want to take more of
a hands-on role in the investment process; others want nothing
to do with it. Either way, our goal is to make sure you
sleep easily at night, secure in the knowledge that your
money is working effectively for you.
- Practice time-tested financial approaches.
At Golden Financial Services, we follow prudent financial
principles. We treat your money responsibly. As your needs
or financial picture change, we'll work with you to adjust
your course of action accordingly. We monitor your portfolio's
performance so you don't have to worry.