What we do
Build and Preserving
your wealth
A clear understanding of a stable financial situation can lead to overlooking one's investment potential, making it challenging to visualize a financial plan.
- Recognizing feeling unprepared for financial decisions is crucial.
- Believing in the potential for sustained success
- Feeling like now is the right time to change your life
Who we are
Specialized Retirement & Wealth Management Services
With over 30+ years of experience, we specialize in Retirement Plans and Wealth Management. Our services include 401(k), Profit Sharing, Defined Benefit, and Cash Balance Plans—serving businesses of all sizes across various industries. We also provide investment advisory services to plan sponsors, individuals, trusts, estates, and organizations. Our sole focus is delivering high-quality, personalized investment advice.
While it’s easy to feel hesitant about making investment decisions, we believe that our expertise equips us to provide exceptional guidance to our clients. Now more than ever, we are ready to help you navigate your financial journey.
We believe that every client deserves a thoughtful, personalized investment strategy—one that evolves with their goals, adapts to changing markets, and stands the test of time.
Golden K Plans
1500+
Helping more than 1,500 participants save
150M+
Assets under management
30+ yrs
of Experience
$300M+
ADMINISTERING OVER $300M OF ASSETS
Retirees & Pre-Retirees
We help retirees and those approaching retirement navigate one of life’s most important transitions with confidence. Our focus is on creating sustainable income strategies, managing risk, and preserving wealth throughout retirement. Whether you're 10 years away or already retired, we tailor plans that align with your desired lifestyle, projected longevity, healthcare needs, and legacy goals. From Social Security optimization to required minimum distributions (RMDs), our proactive approach ensures you stay financially secure and informed every step of the way.
Business Owners
We understand the unique financial challenges and opportunities business owners face. Our services are designed to integrate personal wealth with business planning—helping you build tax-efficient retirement strategies, implement and manage employer-sponsored plans (like 401(k) and Cash Balance Plans), and prepare for a successful business exit or succession. Whether you're a solo entrepreneur or lead a team of hundreds, we work closely with you to design solutions that protect your assets, reduce your tax burden, and support long-term growth.
High-Net-Worth Individuals
High-net-worth individuals require a higher level of financial strategy, precision, and discretion. We provide customized investment management, tax-efficient portfolio construction, estate planning coordination, and philanthropic guidance tailored to your goals. Our approach emphasizes capital preservation, smart growth, and multigenerational wealth transfer. We work as your fiduciary partner to help you make informed decisions and maintain control over your financial future with clarity and confidence.