Welcome to our website
This site is designed to have the best educational content available for those who are interested in:
reducing income taxes
guaranteed return (accumulation value) annuities coupled with a guaranteed income for life
creating a tax-free retirement nest egg
As a Fiduciary Investment Advisor, one of my deepest passions in life is to help people protect themselves and the things they value the most…their income, their assets and their loved ones.
What I often find is that people have financial vulnerabilities that they are not even aware of…vulnerabilities than can easily be remedied or eliminated with a slight change in strategy.
With over 20 years of investing and financial advising experience, I know the pitfalls of making poor financial decisions. I see it all the time.
There is simply no way anyone can afford to waste valuable time trying to financially recover from an illness or a downturn in the market.
People want a solid plan they can count on.
I provide personalized financial services for a diverse group of clients at all income levels.
Working together, we can utilize strategies that are designed to enhance wealth, financial peace of mind, and confidence in your future.
Take the time to put a reliable plan in place for yourself and your loved ones.
I look forward to talking with you soon,
Our goal with this site is to allow readers to learn what makes our firm different so they can determine if we are the right firm to help them protect and grow their wealth.
We believe in the theory that you should only take as much risk as necessary to grow your wealth. For most, risk is something that should be avoided. When you work with the right team of advisors, risk can be mitigated using certain types of investment or even avoided when using certain types of life or annuities products.
When it comes to protecting assets from creditors, we help provide a road map for clients so they don’t have to worry about having their valuable assets taken in a lawsuit.
If you have any questions about the content on this site or if you want to discuss how we can help you protect and grow your wealth, please contact our firm at Kara@GoldenCrestFinancial.com or phone 530-210-7781 to sign up for a free consultation.