Building Wealth
One Egg at a Time

As the Famous Golden Goose Fable Goes...

There was once a poor countryman who possessed a magical goose that would lay a beautiful, glittering, golden egg each day. Each day the countryman would take the golden eggs to market and he slowly began to build wealth.  However, he grew impatient because the goose would only lay one golden egg per day. He simply was not getting rich as fast as he wanted. So one day, after he had finished counting his money from the market, the idea came to him that he could get all of the golden eggs at once by killing the goose and extracting all of the golden eggs.  However, when the deed was done, he did not find a single golden egg and his precious goose was dead. The lesson, of course, is that wealth building takes time and if you look for shortcuts you could end up "killing the golden goose." At Golden Goose Wealth Planning we aim to help you maximize your wealth-building potential and keep you focused on the ultimate goal of providing yourself and your family a nice nest full of golden eggs while also enjoying life along the way.

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Who We Serve

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Building Wealth

Life is too short not to live for today. Our goal is to help you build wealth for retirement while checking things off your bucket list along the way.

Working through a Life Transition

Whether you are grieving the loss of a loved one, working through a divorce, starting a new career, or starting a family, we are here to help you through this life transition. We will help pick up the pieces and be the support you need during this challenging time.   

Transitioning into Retirement

This is what you have worked so hard to achieve. Do not let the stress of having to make so many important financial decisions at once spoil this wonderful time. We will help you coordinate a smooth transition into retirement. 

Wealth Building Involves More Than Just Picking Investments

At Golden Goose, we build you a truly customized financial plan. We make recommendations in all areas of financial planning that are essential to your financial well-being.

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Retirement Planning

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Cash Flow Planning

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Debt Management

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Student Loan Management

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Tax Planning

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Investment Management

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Charitable Giving

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Estate Planning

How Can We Help?

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Distance is not an issue. We're blessed to work with clients all over the country.

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