Estate Planning

Providing services for the greater Sacramento area, the San Francisco Bay Area, New York & nationwide.

Estate Planning

Working with a financial planner means you have access to our network of Estate Attorneys to maximize what you leave behind.

It’s important to know legal and/or tax advice and think through how each asset, as well as your estate, will pass to your beneficiaries.

  • Wills & Trusts
  • Power Of Attorney
  • Health Care Directives

client satisfaction
Real Advice
hands on approach
Real Humans
No 1-800 number. Ever.
team info

What we're all about

Growing a business is team work. At SaaSFlow, our values influence every decision we make.
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Learn more, grow more.
Create maximum value
Make mistakes, but take accountability.
Go the extra mile.
Success isn’t a straight line.
…All while having fun.

Plan Better. Live Better.

With Golden Wealth Financial Planning
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We're not just your financial advisors; we're your partners, invested in your success.