Services
Estate Planning
Providing services for the greater Sacramento area, the San Francisco Bay Area, New York & nationwide.
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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
100%
client satisfaction
Real Advice
hands on approach
Real Humans
No 1-800 number. Ever.
Meet the Team
We’re committed to helping you succeed.
Plan Better. Live Better.
With Golden Wealth Financial Planning
We're not just your financial advisors; we're your partners, invested in your success.
