Legacy Planning

Leave a legacy that lasts beyond retirement

Find your financial purpose with Al Smith of Golden Eagle Financial. You want a retirement plan that all alleviate your fears about the future so you know your money will last. Al will help you find a balance between the risk and reward of the market, and the safety of your retirement income. However, before you decide how much money you want to place under management, liquid and available to you at any time, and how much you want to protect in your retirement income, you need to have a conversation about how you plan to spend that money.

Al believes your financial plan should enhance your retirement. After thirty years in the industry, he’s seen a lot of happy retired people …and some unhappy ones, too. In his experience, the amount of money doesn’t make the difference. The happiest people establish a purpose for their money that brings them and others joy! Find your financial purpose.

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser