Financial Wellness Plan
A Financial Wellness Plan is an employee benefit that is a step above the rest. It provides employees with a clear knowledge that an employer wants them to succeed at work and at home.
We come in to improve business performance by improving employee financial stress, loyalty and commitment. In order for your business to thrive your employees need to feel they are thriving. We help with setting them on a firm foundation of financial principles to give them confidence in their present and their future success.
Comprehensive Financial Planning
Golden Guidance is unique in the space of financial planning in that we don’t provide one planning solution for all clients. Some clients like to have a detailed, upfront plan they can run with and check in when they have questions. They enjoy understanding the fine details of each decision and want to be involved in executing the plan.
Some clients enjoy utilizing our team to outsource the execution and monitoring of the plan. They have greater priorities they wish to spend both their mental and emotional energy on. They want to understand clearly the direction they are headed but prefer to delegate the work load. We provided solutions to fit each investor’s preferences.
Services
Whether we are providing financial wellness plans to a firm or comprehensive financial planning to individuals and families, we cover every aspect of your financial life.
We are here to answer questions, provide strategy and planning opportunities. We can also help take away the pain from dealing with this stuff in our full service model.
“Retirement” may not be everyone’s immediate goal but financial independence seems to always be top of mind. We help you plan to achieve both and give you the freedom you desire.
There are many ways to take your benefits, we align your goals, personal details and mindset with the perfect strategy
The vast majority of employees miss out on thousands of dollars of benefits due to lack of information or time. We help you gain access to all you have available to you.
We plan for your needs first but with college costs rising we understand your desire to help your kids with this burden. We bring in big ideas to tackle this big goal.
This is a major concern for most Americans yet most advisors don’t address it because they are not incentivized to do so
Saving can be painful at times, we develop approaches that minimize that pain to your lifestyle and psychologically.
Insurance is an afterthought for many yet it can be crucial to insure you have the right coverage for life’s unexpected turns
Some of the biggest questions people have is “Will I have enough money during retirement?”. We help answer that questions with clarity and confidence.
Having your money work for you and not for your advisor is important to us. With tried and true investment principles we set you on a firm foundation for success.
This score has the ability to make life easier or harder, we work to help you understand and improve this score over time
It’s crucial to have knowledge of your industry, where you fit into it and how you’re being compensated comparatively to your peers
Contact:
Location
Dallas, TX
support@mygoldenguidance.com
Phone
(214) 392-8839