Services
Estate Planning
Providing services for the greater Sacramento area, the San Francisco Bay Area, New York & nationwide.
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Estate Planning
Working with a financial planner means you have access to our network of Estate Attorneys to maximize what you leave behind.
It’s important to know legal and/or tax advice and think through how each asset, as well as your estate, will pass to your beneficiaries.
- Wills & Trusts
- Power Of Attorney
- Health Care Directives
Through our partnership with one of the most innovative and cutting-edge legal tech company, our clients are able to create their Estate Plans from the comfort of their own home or engage virtually with an Estate Attorney within our network.
100%
client satisfaction
Real Advice
hands on approach
Real Humans
No 1-800 number. Ever.
Meet the Team
We’re committed to helping you succeed.
Plan Better. Live Better.
With Golden Wealth Financial Planning
We're not just your financial advisors; we're your partners, invested in your success.
