Tax Saving Strategies in Retirement – Free Event with Al Smith
Bennett Library on June 1st from 10:30am-12:30pm – Catered lunch provided
Fill out the form to register or call Al’s office 303.744.1128
Change of Plans
You had a picture in your head of what retirement was: sandy beaches, endless golf days, and an empty, quiet home. But Al Smith of Golden Eagle Financial knows that sometimes life gets disrupted family comes back to live and brings dogs, kids, and stress with them. Disasters strike, or situations change requiring outside-of-the-box solutions. There are a million ways that your plans can be derailed, and Al has seen all of them: he knows how to help you change it, accept it, or benefit from it.
Al gets personally involved with all his clients, not just financially, but relationally too.
Al will learn everything he can about your situation to best advise you regarding how to achieve YOUR goals and fill YOUR needs, avoiding costly mistakes along the way or being taken advantage of by others.
No matter what your retirement situation is you deserve to see the whole picture, so schedule a free consultation today with Al Smith of Golden Eagle Financial by filling out the form on this page.
ou see it everywhere these days: marketing that says “HURRY UP!”. Signing forms on the go, reviewing your policy in your car, paying your premiums on your phone.
Al Smith of Golden Eagle Financial believes that these decisions require thoughtful time and intention to be done right. That’s why Al takes careful consideration when planning for your retirement. He’ll print what you need on paper and go through the pertinent parts with you in-person, making sure that you understand everything before decisions are made and contracts are signed.
Al Smith of Golden Eagle Financial won’t move forward until both of you understand the whole picture.
A volatile market like we see today is not time for “hurry up”, it’s time for careful planning. No matter what your retirement situation is, you deserve to see the whole picture, so contact Al Smith of Golden Eagle Financial by filling out the form on this page.
Planning: Before making any recommendation, Golden Eagle Financial will gather information to see the big picture of your unique situation. By addressing your greatest concerns first, we begin a process together.
Strategy: Golden Eagle Financialwill develop strategies for optimizing your invested assets while minimizing possible loss along the way.
Results:Through an ongoing relationship with you, Golden Eagle Financialwill update and adjust your personal planning analysis regularly to keep you on track and moving toward your financial goals.