Your Golden Retirement
The Golden R Group seeks to provide an innovative and holistic planning experience where the client gains picture perfect clarity and confidence by obtaining a customized 9 Step Action plan to Financial Freedom where they live a life protected from risks and are able to provide abundant giving and leave a full legacy to their families and loved ones.
Annuities
Medicare
Life Insurance
Advanced Planning
Long Term CarE
Major the Therapy Dog
Disability
Upcoming Events
Strategic Comprehensive Planning Services
Our philosophy and values are simple...
Once you protect your lifestyle income need for life you give yourself the permission and access to go after greater returns and achieve everything you desire!
Our Core Values
Integrity, Professionalism, Servant Leadership
Protecting one's income and providing our clients peace of mind knowing that their estate and legacy is protected is our first priority with our planning! We give our clients the confidence to either continue to pursue their passion and provide continued value or just kick back and rollout to the beaches everyday with their own custom kit!
Introductory Consultation
Expert Guidance
As an independent retirement planner you can be rest assured that our strategies have your best interest in mind, and our resources and contracts are top shelf, only offering the best in class and A rated insurance capabilities to always protect your family first while giving you the freedom to invest with style!
Major the "Therapy Service Dog"
Providing Comfort and Security
We have a "Major" gift to what we do and how we do it! When working with us we provide the extra value everyone desires and needs. Their very own therapy dog session with "Major."