13 Issues of Wealth Management

At Golden Capital Management, every client's financial evaluation, analysis and plan begins by addressing these thirteen issues ... AND ... is reviewed throughout the life of the client's plan.

Investments
Liability Issues
Insurance Issues
Stock Option Issues
Durable Power of Attorney Issues
Titling of Assets
Choice of Executor/Trustees (Successor)
QRP/IRA Distribution Issues
Business Succession Plan Issues
Gifting During Life
Charitable Gifting During Life
Charitable Inclinations at Death
Distribution of Wealth at Death