Javier R. Valenzuela

Welcome to Golden Eagle Wealth Management,

We are living in a time of drastic change now  with COVID 19 in 2020.

We are here to help and review your individual  financial portfolios and customize a financial plan for you and  your family.

Questions to consider now.

  • How much monthly retirement income will you need?

  • Is my 401k invested properly for my age group and risk profile?

  • Will my Lifestyle change in retirement?

  • Should you downsize your home or relocate?

  • Do I have market downside protection in my investment portfolio?

  • What about Medicare and Social Security benefits?

  • Will you leave a Legacy (Living Trust/Estate Planning) to your family?

  • Do I have my beneficiaries designated correctly in my life insurance policies?

If these topics are important to you, let's schedule a meeting!

We also work with these retirement plan groups.

LACERA, LAFPP, LACERS, CALPERS, LAUSD, TSP , State of California, and many more with 401k, 403b, and 457 plans.

 

Best-

Javier R. Valenzuela

 

GEWM 626-872-2377 Office

 

Golden Eagle Wealth Management proudly operates within TAG Advisors, one of the largest branches at Cambridge Investment Research. Cambridge is one of the nation’s top independent Broker/Dealers, recognized in the industry for their innovative financial solutions and values of integrity, commitment, flexibility and kindness. TAG Advisors has over 280 registered financial professionals located throughout the United States and over $6 billion in assets under advisement. As a leader in the financial services industry, this ensemble of independent financial professionals brings over 40 years of experience in comprehensive financial planning and client support. This combination of knowledge and independence allows TAG to fully serve their clients’ needs with customized financial solutions.