At GoldBook Financial North Scottsdale, our expertise is measured in experience.
We have developed a suite of solutions catered to your individual needs and those of your business.
Help secure a more predictable future with solid planning today. Protecting your wealth involves taking advantage of a diverse array of financial solutions tailored to your long-term needs.
You may be budgeting for the mortgage on a new home or learning to manage newfound wealth. Now it’s time to look toward the future to help you preserve your wealth.
Given today’s longer life spans and active lifestyles, you need to ensure you have a steady stream of retirement income. You may also be concerned about contributing to your children or your grandchildren’s college education.
Finally, consider working with your legal advisor to establish an estate plan to make sure the assets you’ve accumulated pass on to those you love, according to your wishes. Insurance coverage can provide a solid foundation for your future, protecting you and those who depend on you for financial security.
Some basic protection planning now can help ensure you have the income and assets to meet your financial goals in the future.
Here are some options to consider:
- 529 College Savings
- Annuities
- Disability Income Insurance
- Individual Retirement Account (IRA)
- Life Insurance
- Long Term Care
- Mutual Funds
CRN202209-271451
Wealthy and high-profile families have relatively more intricate risk management needs.
We understand the complexity of estate and tax planning and explain the relationship between the need and type of coverage.
Our solutions are meant to complement the plans already established by agents, accountants and legal professionals.
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
Key Person, Buy-Sell Agreement Funding and Deferred Compensation issues are important, but at times can be confusing and complex.
Our expertise will help you and your board navigate through these challenging topics and clarify the initiatives that are important to each successful privately or publicly held business.
As a Top Employee Benefit Consulting Firm, our team of experienced professionals can help your business audit, identify and design a suite of benefits to help retain and attract the right talent.
Our preferred carriers are specialized in group contracts as well as can create individual guaranteed standard issue (GSI) life and disability solutions.
Life is busy.
Coverpath is a contactless way to obtain a quote and apply now for competitively priced term and whole life insurance in all 50 states.
With a simple 20-minute online application, you can secure up to $3M of protection for your family, issued by MassMutual, an A++ rated insurer.
Help secure a more predictable future with solid planning today. Protecting your wealth involves taking advantage of a diverse array of financial solutions tailored to your long-term needs.
You may be budgeting for the mortgage on a new home or learning to manage newfound wealth. Now it’s time to look toward the future to help you preserve your wealth.
Given today’s longer life spans and active lifestyles, you need to ensure you have a steady stream of retirement income. You may also be concerned about contributing to your children or your grandchildren’s college education.
Finally, consider working with your legal advisor to establish an estate plan to make sure the assets you’ve accumulated pass on to those you love, according to your wishes. Insurance coverage can provide a solid foundation for your future, protecting you and those who depend on you for financial security.
Some basic protection planning now can help ensure you have the income and assets to meet your financial goals in the future.
Here are some options to consider:
- 529 College Savings
- Annuities
- Disability Income Insurance
- Individual Retirement Account (IRA)
- Life Insurance
- Long Term Care
- Mutual Funds
CRN202209-271451
Wealthy and high-profile families have relatively more intricate risk management needs.
We understand the complexity of estate and tax planning and explain the relationship between the need and type of coverage.
Our solutions are meant to complement the plans already established by agents, accountants and legal professionals.
Key Person, Buy-Sell Agreements and Deferred Compensation issues are important, but at times can be confusing and complex.
Our expertise will help you and your board navigate through these challenging topics and clarify the initiatives that are important to each successful privately or publicly held business.
As a Top Employee Benefit Consulting Firm, our team of Certified Employee Benefit Specialists (CEBS) can help your business audit, identify and design a suite of benefits to help retain and attract the right talent.
Our preferred carriers are specialized in group contracts as well as can create individual guaranteed standard issue (GSI) life and disability solutions.
Life is busy.
Coverpath is a contactless way to obtain a quote and apply now for competitively priced term and whole life insurance in all 50 states.
With a simple 20-minute online application, you can secure up to $3M of protection for your family, issued by MassMutual, an A++ rated insurer.
Our Way and Who We Help
It is our mission to give back to the community we serve and the families we help.
Please explore some of the organizations that we support.
Our Strategic Alliances
Strategic Alliance firms are not affiliated with MML Investors Services, LLC. and are solely responsible for their own products and services provided. Strategic Alliances are not exclusive relationships. You are free to choose your own professional for these needs.