top of page

Golden Strategies

12381 FinPlan_chess (3)_Black60.png

Retirement Income Planning Calculator


Utilize this handy calculator to help hone your strategy for hitting your retirement income target.

Income Match Assessment


This tool is a starting point to help you develop a tailored retirement income approach that's right for your risk tolerance level.

Modified Endowment Contract


Learn about a life insurance product used in estate preservation that lets you transfer potentially significant proceeds to loved ones or organizations.

Types of Life Insurance Solutions


The life you’ve built is worth protecting. Select coverage that supports loved ones after you're gone.

Ways to Use RMDs in Retirement


Discover how required minimum distributions can work for you in retirement.

Annuities 101


Learn the basics of annuities and discover the type of annuity that fits you.

Paint Your Financial Picture

Money Canvas, a free online program, helps you build healthier budgeting, saving and spending habits. 

Connect with a Financial Advisor

Create a financial plan specific to you and your goals.

bottom of page