Our Clients
We provide comprehensive financial solutions and investment management for people from all walks of life. Our goal is to prepare you ahead of time to make each important financial decision with confidence. We take to heart the Boy Scout motto of “Be Prepared”. We seek to cultivate lasting relationships with our clients that span across professional and personal relationships. We view each client as a friend and have designed this firm to provide the same advice we give our family.
businesses
With our financial wellness solution we can provide a boost to company culture, productivity and retention. We believe that a business should be ran with an employee first mentality and that when you treat employees right your clients will directly benefit.
Professionals and executives
We help professionals reduce financial stress by establishing plans to reduce debt, increase savings, and plan for retirement. We are of the mindset to not save all of life’s living for retirement so we will help you explore opportunities to live life to the fullest now and later. We will review and provide advice around employment benefits and equity compensation.
pre retirees
There are a lot of decisions that come with retirement. When to start retirement is just the beginning but we will help optimize and prepare your finances for each milestone.
business owners
As a start-up firm we understand the challenges that small and mid-size businesses face. We have an expansive network of professionals to help provide advice and meet your growing needs. There are many risks that can impact a business, especially when they are lead and started by more than one individual.
families and individuals
Golden Guidance truly does seek to serve people from all walks of life. Whether you are single or married, have children at home or an empty nest, just starting out in life or well into retirement, we can provide financial and investment advice relevant to your situation. Our flexible, fee-only planning approach can handle almost anyone’s financial advisory needs.
post retirees
Once you retire there is a significant lifestyle design change that needs to be addressed and balanced alongside your finances. We work to understand your goals and personality to design a portfolio that fits your style.
Contact:
Location
Dallas, TX
support@mygoldenguidance.com
Phone
(214) 392-8839