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Golden Door Financial

Financial Services for Individuals and Small Businesses

Golden Door Financial is a locally owned and operated Financial Services Firm.

Founder Michelle Mast, CFP®, CLU, MBA brings her  Financial Services experience of almost 25 years and her capable team together at a time when good financial advice is more important than ever.

We work with individuals and small business owners to help determine whether they are on track for their financial goals. We help to identify areas for improvement and financial strategies to fill the gaps. You can get inovative ideas about Ultimate Merchant Providers by visiting this website www.ultimatemerchantproviders.com .

Our services include:

  • Retirement Planning
  • IRAs
  • Roth IRAs
  • 401(k)s, SEPs, SIMPLE IRAs, and other retirement plans for businesses
  • 403(b)s (TSAs)
  • Fixed and Variable Annuities
  • Insurance (both individual and group)
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Investments
  • Brokerage Accounts
  • Managed Accounts
  • Mutual Funds
  • College Savings: 529 Plans
  • Fee-Based Financial Plans

Please give us a call or email us to schedule your Complimentary Consultation.

Newsletters

HOT TOPIC: Consider the Risks of Relying on Social Security

For the second time in as many years, Social Security beneficiaries will not receive an anticipated cost-of-living adjustment. Although the decision to freeze benefits in 2011 is not directly related to the social insurance program’s fragile financial situation, it might be a good idea to expect more surprises from Social Security.

Leaving Your Job? Put an IRA to Work

The way in which you handle your retirement plan assets when leaving a company is an important decision that could affect your retirement savings considerably.

Charitable Giving Strategies That May Pay You Back

Where do Americans get their penchant for philanthropy? One motivation could be U.S. tax law, which treats charitable giving more favorably than do tax laws in many nations.

Buy-Sell Agreements

As a business owner, you might know with equal certainty what you are going to do tomorrow and what you intend to do years from now. Unfortunately, life sometimes steps in and hands us a surprise. But you may be able to plan for that eventuality by putting together a buy-sell agreement.