Our service pillars integrate wealth management with risk mitigation, income and tax planning, healthcare strategies, philanthropy and legacy planning for successful families, professionals and business owners. Our goal is to take all the pieces of your financial puzzle and put them together into a complete picture of your vision of financial freedom. We know that each plan and puzzle is unique, and as your needs evolve and your life unfolds, Golden Years Advisors and the Kairos Formula helps you pursue your financial independence.
If you are retired – or approaching retirement – please take the time to explore services and the wealth of information we offer. We know there are no "one-size fits all" solution when it comes to planning for your future. Since we are an independent firm, we are under no obligation to sell proprietary products or services. That means we are objective and selective, offering only those products and services we believe are best suited to help you meet your financial and retirement goals and dreams.
We create strategies that are tailored to your needs and goals.
Managing the risks within your portfolio, lifestyle, family and business.
Exploring the "what-if's" of your life.
Helping you navigate through Medicare and making sure your long term care plans are met.
Estate basics and minimizing the taxes while helping maximize the estate of heirs.
Maximizing the impact of charitable gifting.
Education and resources to give you the tools to help pursue financial freedom.
Teresa@goldenyearsadvisors.com | (919) 755-4889