Broker Check

Business and Healthcare Professionals

Strategies for Business Owners & Self Employed Individuals

As a business owner you probably already know the importance of tax status optimization, business structure selection, risk management, asset protection, portfolio design and succession planning. The problem you might have is you don't have time to fully research and manage all of these factors in an integrated fashion to be able to optimize your financial well-being.

Golden Capital Management is already doing this for other business owners and can help you as well.

Our advanced financial planning service can help you with strategies designed to preserve income, protect retirement savings, set up tax-advantaged benefit plans for yourself and your employees, maximize savings, help shield your assets through qualified retirement plans, estate planning, succession planning and capital distribution. In doing so our mission is to help you save more money for retirement while working to lower your taxes and helping you to reach financial independence.

Strategies For Health Care Professionals

You take care of others: Now let us take care of your finances.

Golden Capital Management provides one of the most advanced integrated financial and retirement planning programs available. It's designed with the needs of physicians and dentists in mind. 

These plans accommodate the unique earning, spending and saving habits of our physician and dentist clients. A complete assessment of your financial health, coupled with a customized plan that addresses any weaknesses, and a staff ready to help you address your goals to maintain security and work toward growth. Our objective is to direct you to financial independence earlier in life. Our service takes a four step approach:

  • Practice Structure: We look at your practice structure to determine if it best fits your needs based on tax status optimization and other available benefits such as pension planning.
  • Risk Management: Our plan offers risk management by implementing life, disability and long-term care insurance inside an integrated financial plan that considers your practice structure and qualified retirement savings vehicle.
  • Portfolio Optimization: We objectively design, build and actively manage a portfolio based on your risk tolerance and desired returns.
  • Asset Preservation: We help you work toward preserving the assets you have worked so hard to accumulate. We take a proactive approach to help preserve your wealth while incorporating business structure, IRS approved savings vehicles, and estate planning.

We are able to integrate these four important areas of your financial plan. We strive to help you achieve financial independence with potentially less risk.


 For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither First Allied Securities nor any of its representatives may give legal or tax advice.