Services We Provide
We are committed to helping you build a strong financial future. We offer a wide variety of services and are always just a phone call away. Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
Fee-Only, hourly, project-based, as-needed advice
Comprehensive financial planning
- Risk Profile
- Budgeting
- Retirement planning
- Net Worth analysis
- Estate planning analysis
- Disability (income protection) needs analysis
- Life Insurance needs analysis
- Tax planning
- College funding
- Life crises guidance - job loss, divorce, death, serious illness, disability
- Debt reduction/budegting/cash flow management
Investment management
- Select and manage investments based on goals and risk tolerance
- Consolidate assets and accounts, with Fidelity Institutional Wealth Services (FIWS) or other broker/dealers
- 401K, 403B, IRA rollovers
- Set up accounts with FIWS (retirement and brokerage)
- Establish SEP, SIMPLE, Traditional and ROTH IRA’s, and Beneficiary IRA’s
- Set up Individual 401K’s for individuals and small businesses
- Roth IRA conversions
We select our investments from stock and bond mutual funds, Exchange Traded Funds (ETF's), Treasuries, CDs, individual bonds and stocks in all risk categories and annuities primarily through Fidelity Institutional Wealth Services, a discount broker/dealer.
Through our partnership with Fidelity, we have access to a wide range of investment products and services - those offered by Fidelity and many other firms. We can choose from among more than 6,200 mutual funds from over 430 fund families. We can also access Fidelity Capital Markets Services to buy and sell individual stocks and bonds, and to utilize a full range of specialized investment vehicles.
You will receive simplified, consolidated statements reflecting all your investment positions and transactions. You also have full visibility to your accounts anytime through www.fidelity.com. At the end of the year, you will receive one 1099 tax form and a summary statement that can simplify your tax return preparation.
Other
- Tax preparation – individuals, sole proprietorships, partnerships
- Charitable Gift Fund set-up
- Portfolio/investments – one-time or periodic review and recommendations
- Real Estate - Mortgage calculations and recommendations
- Special strategies for gay and lesbian and/or non-traditional singles, couples and families
- Long term care insurance considerations
- Assistance with real estate purchases/sales
- Other Professional referrals – real estate, attorneys, accountants, etc.
- Credit analysis and recommendations/FICO scores
- Notary Public
Fees (No Commissions or sales incentives)
- FEE-ONLY - Based on percent of assets managed (per Customer Agreement provided in the Intial Client Package)
- Or, Billed at an hourly rate per Customer Agreement
- Or, A combination of both (depending on services required)
- No charge for initial consultation
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COMPLIANCE DISCLOSURE: Gold Canyon Financial Planning is a Registered Investment Advisory firm located in Arizona. This website is designed to target United States citizens and should not be viewed as a solicitation or offer of services in any jurisdiction in which the advisor and/or Gold Canyon Financial Planning is not qualified to do business. The content of this website is provided for informational purposes only and does not constitute a recommendation or advice. Users should consult directly with appropriate advisors before making investment decisions. To obtain a copy of Gold Canyon Financial Planning ADV Disclosure Brochure and/or Privacy Policy, go to the Contact page of this website and email us your request. |
