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The Services We Provide

How We Work

At GoldenCross, the diverse financial skills and focus of our financial professional network allows us to provide integrated financial management to our clients.

We provide clients with the advantage of numerous financial management services that can coordinate your investment, financial, tax and estate planning strategies.


Client Centered

Client Centered

We take pride in helping others. We know all individuals have their own special circumstances, just as you have a unique set of goals and concerns. We are here to address most of your financial needs with thoughtful and innovative planning strategies. At Golden Cross Financial Management we give financial assistance to families, businesses, professionals, and executives.

Families

Building and Preserving Wealth

Leaving a Lasting Legacy to Family

Tax Minimization Strategy

Investment Management

Insurance

Philanthropy/Giving

 

Businesses

Business Succession Planning

Disability Buy-Out

Investment Management

Buy/Sell-Cross Purchase

Executive Benefit Planning

Retirement Plans

  • Roth/Traditional 401(k)
  • Profit Sharing
  • Defined Benefit
  • Comparability
  • Other plan options

Professionals

Strategic Debt Management

Investment Management

Asset Protection and Risk Management

Tax Minimization Strategies

Captive Insurance

Business Succession Planning

Retirement Plans

  • Roth/Traditional 401(k)
  • Profit Sharing
  • Defined Benefit
  • Comparability
  • Other plan options

Personal Financial Planning

Executives

Maximizing Retirement Benefits

Exercising Stock Options

Retirement Distribution Planning - NUA

Executive Benefit and Tax Minimization Strategies

Maintaining Lifestyle in Retirement

Investment Management in Retirement

Concentrated Equity Positions

Estate Planning

Legacy Wealth Transfer

Personal Financial Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

amiddleton@goldencrossfm.com(601) 427-9199