Gold Medal Services

We strive to offer clients a higher level of personalized attention, customized strategies, and frequent communication and events.

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Wealth Management Issues

We believe there are 13 wealth management issues that are critical for every person to address in their strategies.

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Five Main Areas of Financial Planning

We are committed to the five keys of a client's financial success:

Protection

Estate Planning

Retirement Planning

Investment Planning

Tax Planning


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A Holistic Approach

Our process is designed to help you understand where you are today and what steps to take in pursuit of your goals.

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<b>A Lifestyle Financial Planning Practice Focused on You</b>

A Lifestyle Financial Planning Practice Focused on You

Have you ever asked yourself, “Do we have “Enough” money so that we don’t ever have to worry about running out of money during our lifetime?” In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without a sound yet flexible strategy in place, it can be difficult for you to effectively pursue your goals. I have financial planning software, that will provide you with your own personal financial plan. It's a great roadmap to keep you focused and on track to meet your goals.

I started an independent Lifestyle Planning practice years ago dedicated to helping you make smart money decisions based on your current situation, goals and feelings. I provide sound financial advice and individualized service that will make a positive difference in helping you pursue and meet your financial goals.

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<strong>What Does Your Retirement Look Like?</strong>

What Does Your Retirement Look Like?

Whether you are a retiree, a business owner, a corporate executive, or a family, I can work closely with you and your advisors to develop creative solutions to solve your financial concerns. And as an independent advisor, you can feel confident knowing that my guidance is truly my own, objective and not influenced by corporate proprietary products. I am committed to providing you impeccable, personalized service that stands out from the average firm.

To learn more about my lifestyle planning services and to answer the question, “Do we have Enough?”, please call my office today to schedule a free complimentary consultation. You’ll be happy that you did.

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Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

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