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LIFESTYLES & MARITAL PLANNING


Marital Planning

Marital Planning is to ensure you and your spouse take the appropriate steps to protect your financial future should you have to deal with the sad reality of the ending of a marriage. Concerns include: 
- Protecting you from debts incurred by either spouse prior to the marriage 
- Safeguarding the interest of children from a prior marriage 
- Avoiding a contested divorce that might incur large legal fees and adverse publicity 
- Planning legal solutions, such as prenuptial agreements, are set up correctly 

Be advised, Gold Family Wealth, LLC does not provide, legal advice, please consult your attorney. 

Lifestyle Planning

While the increase in life expectancy is a positive, it also means it is essential to assess your wealth to be sure you are well positioned for your money to go the distance. With rising medical and healthcare costs, proper longevity planning is a must for a longer lifespan. Gold Family Wealth can help you make the right choices utilizing advanced planning and new solutions.

Other Services

Investment consulting services provided by Gold Family Wealth, LLC, a state-registered investment advisor. Investment management services provided by People’s United Advisors, Inc. doing business as Gerstein Fisher. Securities provided through People’s Securities, Inc. member FINRA/SIPC. Gold Family Wealth, LLC is not affiliated with either of the aforementioned entities. Representatives may not be registered to provide securities or advisory services in all states. Third-party rankings and recognitions are not a guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.