Build and Protect Your Wealth
Goldline's Path To Retirement
At GoldLine Wealth Management, we take the time to understand our clients' individual situations, challenges, and goals. Then, as a team, we build a unique strategy to tackle their specific aspirations and obstacles, breaking it down into simple, actionable steps. By tailoring financial retirement plans to each person's needs, we empower our clients to take control of their futures.
We believe that good service is practical and that great service is necessary. We will pursue perfection and in so doing "catch a little excellence along the way." – Vince Lombardi
Holistic Financial Planning
At GoldLine Wealth Management, our advisors focus on much more than just your investments. As fiduciaries, we will take the time to review every aspect of your retirement goals – from budgeting and risk management, to saving for college or transferring your estate. Our approach takes into account the larger picture of your retirement future, rather than just the immediate which allows us , and even identifying gaps or opportunities that might be overlooked. The result of this is a comprehensive retirement plan, covering every aspect of your needs, and providing you with confidence in your financial future.
Income Planning
Through our retirement planning process, we will review your current income situation and show you your potential income in retirement. You have been used to receiving a paycheck for the last 30+ years. But when you retire, that stops – we call this the retirement income gap. We'll work with you to create a sustainable income that will last for your life. We'll help you understand your Social Security options and maximize the benefits for your situation. If you have a pension, we will guide you through the options available and help you make the right choice. We'll also prepare you for other considerations such as a premature death of a spouse, inflation, or taxation.
Your overall financial path should include managing your investments, planning for emergencies, budgeting for big purchases and major life changes, protecting assets, and saving for your future through retirement planning.
Wealth Management
GoldLine Wealth Management believes that the ability to grow, protect, and transfer wealth efficiently is crucial to long-term financial success. Our advisors will work together, utilizing strategies in investment management, tax planning, estate planning, and risk management, to help you create a holistic approach to managing your financial assets.
Estate Planning
Estate planning is a critical component of a holistic financial strategy—it's not just about when you're gone, but also about maintaining control and efficiency throughout your lifetime. Whether you need assistance with wills and trusts, or aren't sure how to go about beneficiary designations, GoldLine Wealth Management can help you create a customized estate plan that meets your individual goals.
Social Security Maximization
Many retirees and individuals planning for retirement often hear "knowing when to claim" is the most important aspect of Social Security. But knowing when to claim your benefit is just the beginning. Our dedicated team at GoldLine Wealth Management will review your Social Security allocations, and help you build a comprehensive strategy to maximize your return.
Life Insurance
Life Insurance is often thought of as an add-on or an extra that can be incorporated within your retirement plan. However, there are a number of strategic approaches to utilizing life insurance that can help provide further confidence in your financial future. Whether you're planning to cover final expenses, pay off debt, or replace income, the dedicated advisors at GoldLine Wealth Management can help find a solution that satisfies your financial needs.
