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Doing what's best at the right time for your future

Experience The Difference!
360° Client Service with our EASY BUTTON approach

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Tax Reform

Learn more about how your retirement is affected by new tax law changes.

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Our goal for our clients is for them to spend confidently during the go-go years of their retirement knowing that the slow-go years and the no-go years are taken care of.

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FOCUS

We work predominately with individuals as they approach retirement and begin enjoying their "golden years." We appreciate your unique needs and desires for your retirement. We excel at assisting our clients in building a personal Financial Road Map to meet their changing priorities in the areas of cash flow planning, investments, estate, tax, insurance, and asset protection.

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SERVICE

We treat our clients like family: we have your best interests at heart. We constantly strive to educate and disclose to our clients both the pros and the cons of any financial decision that they must face. In our experience, when retirees have "all of the facts", they are in a better position to make decisions about their financial future.

SATISFACTION

FSI-Proud-Member-2016-large.png BBB Accredited.pngWe take tremendous pride in delighting our customers. We are proud to be a member of the Raleigh Better Business Bureau. We provide a money-back guarantee on our fee-based financial planning.

 

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1601 Jones Franklin Road Suite 102
Raleigh, NC
27606 USA

  •  Tel: (919) 755-4889
  •  Fax: (919) 755-1497
  •  teresa@goldenyearsadvisors.com
  •  

Jim and Teresa Yent are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Golden Years Advisors is not affiliated with USA Financial Securities.

Being a member of the Better Business Bureau or Financial Services Institute does not imply a certain level of skill or training.

Jim Yent and Teresa Yent are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: (Jim: CA;FL;MD;NC;NY;UT;VA) (Teresa: NC) For investment advisory services these states include: (Jim: CA;CT;FL;MD;NC;SC;UT;VA) (Teresa: NC) Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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