Areas of Expertise

At Goldie Advisors, we have expertise in all areas of financial planning, including:

  • Retirement planning: We can help you develop a retirement plan that will allow you to live comfortably in retirement. This includes helping you choose the right retirement accounts, estimate your retirement income needs, and develop a withdrawal strategy.
  • Education planning: We can help you save for your children’s education and choose the right college savings plans. We can also help you with financial aid planning and scholarship applications.
  • Estate planning: We can help you create an estate plan that will ensure your assets are distributed according to your wishes after you die. This includes helping you create a will, trust, and other estate planning documents.
  • Investment planning: We can help you develop an investment strategy that meets your individual needs and risk tolerance. We can also help you choose the right investments for your portfolio and manage your risk.
  • Tax planning: We can help you minimize your tax liability and maximize your tax savings. We can also help you plan for tax events such as retirement and selling your home.

We also have expertise in specialized areas of financial planning, such as:

  • Small business financial planning: We can help small business owners develop financial plans for their businesses. This includes helping them with budgeting, cash flow management, and retirement planning.
  • Divorce financial planning: We can help people who are going through a divorce develop a financial plan for their new life. This includes helping them divide assets and debts, create a budget, and save for the future.
  • Disability financial planning: We can help people who are disabled or have a loved one who is disabled develop a financial plan to meet their needs. This includes helping them access government benefits and private insurance programs.

No matter what your financial planning needs are, Goldie Advisors can help. We’ll work with you to develop a personalized plan that will help you achieve your financial goals.

Areas of Expertise in Life, Disability, and Long-Term Care Insurance

At Goldie Advisors, we have expertise in all areas of life, disability, and long-term care insurance. We can help you choose the right policies to protect your loved ones and your financial future.

Life insurance

Life insurance can provide financial support to your loved ones after you die. We can help you choose a life insurance policy that meets your needs and budget. We can also help you with estate planning and asset protection.

Disability insurance

Disability insurance can replace your income if you are unable to work due to an illness or injury. We can help you choose a disability insurance policy that meets your needs and budget. We can also help you file a claim and get the benefits you deserve.

Long-term care insurance

Long-term care insurance can pay for the cost of care if you need assistance with activities of daily living, such as bathing, dressing, and eating. We can help you choose a long-term care insurance policy that meets your needs and budget. We can also help you file a claim and get the benefits you deserve.

We can help you:

  • Understand the different types of life, disability, and long-term care insurance policies
  • Choose the right policies to meet your needs and budget
  • Apply for policies and file claims
  • Understand the benefits of life, disability, and long-term care insurance

Contact us today to schedule a consultation!

Here are some specific examples of how we can help you with life, disability, and long-term care insurance:

  • Life insurance:
    • We can help you choose the right type of life insurance policy, such as term life insurance, whole life insurance, or universal life insurance.
    • We can help you determine the right amount of life insurance coverage for you.
    • We can help you choose riders and other options to customize your policy.
  • Disability insurance:
    • We can help you choose the right type of disability insurance policy, such as short-term disability insurance or long-term disability insurance.
    • We can help you determine the right amount of disability insurance coverage for you.
    • We can help you choose riders and other options to customize your policy.
  • Long-term care insurance:
    • We can help you choose the right type of long-term care insurance policy, such as traditional long-term care insurance or hybrid long-term care insurance.
    • We can help you determine the right amount of long-term care insurance coverage for you.
    • We can help you choose riders and other options to customize your policy.

We can also help you with other financial planning needs, such as retirement planning, education planning, and estate planning. We are a one-stop shop for all of your financial planning needs.

Contact us today to schedule a consultation!