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Retirement Planning

Our goal is to help you build a more secure retirement.

Golden Capital Management strives to help our clients retire comfortably and is currently leading others on the road toward financial independence.

We aim to provide you with an individualized plan based on your specific situation to meet your goals. Our retirement planning services include:

  • 401k Rollovers
  • 401k Plan Management
  • 403(b)
  • 403(b) Plan Management
  • Profit-Sharing Plan
  • Money-Purchase Pension Plan
  • IRA (Self-Directed)
  • Roth IRA (Self-Directed)
  • SEP IRA (Self-Directed)
  • Education IRAs
  • Simple IRAs
  • Defined Benefit Programs (Pension Plans)
  • Simple IRA Plan Management
  • 457 Plan Management (Deferred Compensation Plans)
  • Nonqualified Deferred Compensation Plans
  • Social Security Maximization
  • Retirement Income Strategies
  • Accumulation Strategies

... and more

To learn more about these services please call 800-480-8972 to schedule an appointment.