GOLDEN SHIELD
Strategic planning solutions, tailor made for you
Our Strategic Planning Services
Call 229-715-7253 and we will help customize the right plan for you.
NURSING HOME ASSET PROTECTION PLANNING
Protecting assets from the nursing home is what baby boomers and their families fear most financially, with nursing home costs exceeding $10,000 a month just for room and board. With our strategic planning, we are able to bypass the 60 month lookback period in lieu of a lesser penalty period, creating a patient liability amount equal to your income, preserving your assets.
If you or a member of your family is going into a nursing home for long term skilled stay or short-term rehab and you need to protect assets, your first call should be to us.
ESTATE PLANNING
If you possess over $10 Million in assets, including business assets, it is essential for you to have an Estate Plan in place. Our team can create a customized plan for you to avoid loss due to estate taxes and prevent loss to potential future estate taxes. Our team will collaborate with your CPA or refer you to one of our trusted CPAs in order to offset any type of potential tax liability. Our Estate Planning strategies are vetted through multiple knowledgeable professionals in the field of Estate Planning to ensure you and your family are receiving maximum results.
TAX QUALIFIED WEALTH
TRANSFER
PLANNING
Many individuals own non-essential IRAs or other tax-qualified retirement funds in substantial dollar amounts. The majority of these affluent investors have children participating in high-income tax brackets. While utilizing our wealth transfer strategies, we are able to convert tax-qualified assets to income-tax-free assets to your beneficiaries. This ensures the assets you worked so hard for stay intact creating a legacy for your family.
BUSINESS
TAX AND EXIT
PLANNING
Whether you are a business owner that started from scratch or a business owner that has carried on your family's legacy, protecting your business and your family from estate and income taxes is an absolute must. Our team of expert advisors will work with your CPA and Attorney to formulate a plan reduce estate and income taxes.
If you are planning to exit now or in the future. Our team of professionals will perform a business valuation as well as evaluate your non-business assets to formulate the best course of action. Whether it be an employee purchase, selling on the open market or creating Employee Stock Ownership Plans.
Whether your business is worth $1 Million or $1 Billion we have a solution to fit your individual needs.
RETIREMENT
PLANNING
Planning your income needs for retirement is uberly important. Making your dollar go further while working is also important. At Golden Shield Life we employ a strategy to kill multiple birds with one stone. Our goal for Retirement Planning is to create a strategy that will provide tax-free income during retirement, ensure your family is protected in the event of you unexpectedly passing away, and create a nest egg of excess funds for you to enjoy. Avoiding as much income tax in retirement is a smart way to protect you and your family from underfunding your income needs, during retirement. By utilizing our Retirement Planning strategy, you are in control of your own financial destiny during retirement.
