Financial Security From Coast‑to‑Coast
GoldLine Wealth Management
Based in Fullerton, California, GoldLine Wealth Management is founded on transparency, built on trust, and driven by results. Led by founder Jordan Mangaliman, we offer individuals planning for or already in retirement a comprehensive suite of services, creating customized strategies to help them reach their goals. As Jordan puts it, "My mission is to educate my clients with financial strategies that actually work, so that they can enjoy retirement stress-free with income for life."
Finances significantly impact well-being, and that understanding drives our commitment to helping people navigate their financial future with clarity and confidence. Our approach is rooted in integrity, ensuring we operate above reproach. As a Fiduciary Wealth Advisor, Jordan prioritizes suitability and ethical practices, always placing clients' needs before our own to foster long-term financial security.
Confidence. Security. Peace of Mind.
Our Services
We take the time to understand our clients' individual situations, challenges, and worries. Then, as a team, we build a unique strategy to tackle their specific goals and obstacles, breaking it down into simple, actionable steps. By tailoring financial retirement plans to each persons needs, we empower our clients to take control of their futures.
Retirement Planning
Retirement Planning is financial planning for the spending years versus the accumulation years. Once you have estimated the amount of money you may need for retirement, a reliable approach involves taking a close look at your potential retirement-income sources. We can help you build wealth, minimize market losses, protect your principal, and generate the retirement income you can't outlive. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms.
Income Planning
We specialize in crafting income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement. Discover with our guidance the products that seek income and growth, fixed indexed annuities designed to provide guaranteed lifetime income, and life insurance solutions that offer more kinds of risk protection along with the opportunity to build cash value.
Tax Strategy
Taxes are often our single largest expense in life; that's why we provide tax planning services with a keen awareness and command of tax law and how it pertains to your investments. We will take an integrated approach to financial planning. Since every financial move you make has tax implications, having a structured retirement plan with tax-smart investment strategies is vital. We do this by analyzing and measuring your progress so you can save on taxes while continuing to grow and preserve your wealth.
Wealth Management
Our experienced team of professionals will work with you to understand your risk tolerance while listening to understand what your financial goals are. Our team can offer a universe of funds and equities to create cost-efficient and high-quality portfolios. At GoldLine Wealth Management, we invest your funds in an institutional-style investment strategy.
Estate Planning
Help protect your assets and legacy for your loved ones while controlling the way in which your money is passed down. While estate planning can be complex, a well-informed plan can make a big difference. Our team can help you communicate your wishes clearly, avoid mistakes, minimize taxes, and adjust your plans as time goes by or your circumstances change. We know how personal these issues are for our clients and are empathetic in dealing with people and the dynamics of every situation.
Social Security Maximization
Your Social Security retirement benefit represents a lifetime's worth of savings, time and work. Although many Americans are familiar with the basics of Social Security, few are able to figure out exactly the best way to file, so they can get the most out of all they have put in. We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Life Insurance
At GoldLine, we will help assess and update life insurance policies to ensure they align with your current needs and goals. A reliable insurance strategy can help protect your family from the financial consequences of life's unforeseen events. Whether your need is life insurance for income replacement, retirement supplement, estate planning, or long-term care, we're ready to find the right solution for you.
Financial Resources
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Intelligent, Disciplined Investing
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