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September 03, 2010 @ 04:29 PM

Dow Jones Industrials 10,447.93+ 127.83
Nasdaq Composite 2,233.75+ 33.74
S&P 500 1,104.51+ 14.41

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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. 

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.

 

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

Newsletters

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How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

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Calculators

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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