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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