Golden Years Financial Advisors, Inc.

Overview

Golden Years Financial Advisors, Inc. is a corporate advisory and capital-allocation firm that also operates as an insurance broker. The firm bills itself as a capital allocator and provides financial planning services plus selection of other advisers on behalf of clients. Its fee model includes fixed fees alongside other, unspecified fee arrangements. The adviser is not an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. The ownership is a mix of a domestic entity and an individual, and the firm is reported as an established (not newly formed) organization. The firm’s profile indicates it places client capital with outside managers rather than running large in-house investment platforms.

Investments & Alternatives