We are committed to helping you build a strong financial future. Gold Canyon Financial Planning offers services on an hourly, as-needed basis or provides full service, on-going financial planning and investment management.
Our holistic approach to planning examines all aspects of your financial life, goals, lifestyle, and ideals to formulate an inclusive and objective strategy. You’ll feel confident that all the necessary pieces are in place and organized, giving you peace of mind and a clear view of the journey ahead - empowering you to have control over your future and the freedom to enjoy it.
Our passion is to help people navigate their finances, throughout all of life’s unique challenges. Gold Canyon Financial Planning offers a full array of planning and investment services, without accepting any commissions or referral fees. We have no sales quotas to meet, and this allows us to provide objective advice, free of conflicts of interest.
Comprehensive financial planning
- Risk Profiling
- Retirement planning
- Net Worth analysis
- Estate planning analysis
- Disability (income protection) needs analysis
- Life Insurance needs analysis
- Tax planning
- College funding
- Life crises guidance - job loss, divorce, death, serious illness, disability
- Debt reduction and management strategies
- Cash flow management
- Social Security optimization
- Annuity analysis
- Healthcare Insurance guidance
- Select and manage investments based on goals and risk tolerance
- Consolidate assets and accounts, with TD Ameritrade or other custodians
- 401K, 401A, 403B, 457, IRA and TSA rollovers
- Set up accounts with TD Ameritrade (retirement and brokerage)
- Establish SEP, SIMPLE, Traditional and ROTH IRA’s, and Beneficiary IRA’s
- Set up Individual 401K’s for individuals and small businesses
- Roth IRA conversions
- Coverdell and custodial accounts for college funding
We select our investments from stock and bond mutual funds, Exchange Traded Funds (ETF's), Treasuries, CDs, individual bonds and stocks and alternative investments in all asset categories primarily through TD Ameritrade, a discount broker/dealer.
Through our partnership with TD Ameritrade and Dimensional Fund Advisors, we have access to a wide range of investment products and services. We can choose from among more than 10,000 mutual funds from over 500 fund families and all publicly traded ETFs available. We can also buy and sell individual stocks, bonds, other fixed income products, and utilize a full range of specialized investment vehicles.
You will receive simplified, consolidated statements reflecting all your investment positions and transactions. You also have full visibility to your accounts anytime through www.advisorclient.com. At the end of the year, you will receive 1099 and other relevant tax forms and a summary statement that can simplify your tax return preparation.
- Charitable Gift Fund set-up
- Portfolio/investments – one-time or periodic review and recommendations
- Real Estate - Mortgage calculations and recommendations
- Special strategies for LGBTQ and/or non-traditional singles, couples and families
- Long term care insurance considerations
- Assistance with real estate purchases/sales
- Other Professional referrals – real estate, attorneys, accountants, etc.
- Credit analysis and recommendations/FICO scores
- Notary Public
FEE-ONLY (No Commissions or sales incentives)
- Based on percent of assets managed (per Customer Agreement provided in the Initial Client Package)
- Or, Billed at an hourly rate per Customer Agreement
- Or, A combination of both (depending on services required)
- No charge for initial consultation