Marketplace

Insurance

Offered by Golden Oak Wealth Management
Finance
Insurance transfers the financial risk of life events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability...

Money

Offered by Golden Oak Wealth Management
Finance
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is...

Estate

Offered by Golden Oak Wealth Management
Finance
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out –...

Lifestyle

Offered by Golden Oak Wealth Management
Finance
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort...

Investment Advisor

Offered by Golden Oak Wealth Management
Finance
Tom Ellis has been an investment advisor since 2003, beginning at a boutique firm in Pasadena. In early 2008 that firm merged with UBS and Tom Ellis decided to strike out on his own, building the investment consulting firm now known as Golden...

Investment

Offered by Golden Oak Wealth Management
Finance
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance,...

Tax

Offered by Golden Oak Wealth Management
Finance
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be...

Retirement

Offered by Golden Oak Wealth Management
Finance
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings, and investments are expected to play a role. Once you have estimated the amount of money you may need for...