Register Today for a “Steps to Retirement” Class with Al Smith
Dates: May 10th & 17th or May 12th & 19th

Workbook and materials are included.
Complete the form here or call Al’s office for more details and to register.

Find Your Retirement Purpose

In order to make informed decisions about your financial planning, you need to find your financial purpose in retirement. As a Chartered Financial Consultant and the founder of Golden Eagle Financial, Al Smith isn’t a life coach but he does believe that your finances should fulfill a purpose.

Too many people focus exclusively on accumulating more wealth without considering how they want to spend their time.

One of Al’s clients rebuilds churches damaged by hurricanes in Texas and Florida. Another client drives veterans to their doctors’ appointments. One retired lady hunts black bears with a bow and arrow. Another gentleman creates beautiful wooden bowls.

How you plan to spend your time should determine how you invest your money! That’s the difference between wealth accumulation and retirement planning.

Fill out the form on this page to schedule a free, no-obligation consultation with Al Smith of Golden Eagle Financial today!

Find your financial purpose.
303.744.1128

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

Have a Plan

Saving for retirement is not the same thing as having a retirement plan.

Al Smith, founder of Golden Eagle Financial, helps people near and in retirement who have already saved up the money they need but who haven’t really thought about what comes next!

You wouldn’t hop in the car for a two week vacation with no destination in mind. You wouldn’t hire a new employee without a job description. You shouldn’t retire without a clear idea about how you’re going to collect the money you’ve been diligently saving all your adult life.

As soon as you retire, your focus shifts from saving money to making money last! Your risk tolerance changes. You need a financial advisor who specializes in wealth preservation, not wealth accumulation.

Fill out the form on this page to set up a free consultation with Golden Eagle Financial, and Al Smith will help you create a plan!

Planning with Purpose.
303.744.1128

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

Retirement Planning

You have the money; now you need a plan!

Al Smith of Golden Eagle Financial specializes in retirement planning, teaching you how to preserve your wealth so you have enough money to last.

You’ve already done the heavy lifting by saving diligently all of your adult life but you still feel uncertain about what your retirement will look like. You have the money; now you need a plan! As a fiduciary advisor, Al Smith will show you how to protect your savings from unnecessary taxes; when to file for Social Security; and how to minimize risk.

Unlike a stockbroker, who earns a commission every time they buy or sell on your behalf, Golden Eagle Financial offers stable, long-term guidance so you know what to expect for you and your family’s future.

Fill out the form on this page to set up a free, no-obligation consultation with Al Smith of Golden Eagle Financial.

Planning with Purpose.
303.744.1128

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

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.

Retirement Planning Goes Beyond Accumulating Wealth

303.744.1128