Golden Financial Services is a unique financial planning company offering Special Needs Planning for families with a Special Needs loved one. Our services are available on a fee only basis and we would love to meet with you either in person or over the telephone.
Please give us a call at 303-459-5651 if you would like to make an appointment today!
Our firm is proud of our professionalism, integrity and compassion in all of our consulting services and we look forward to working with you and your family. Please give us a call so we can help you determine your planning needs, make an appointment, or discuss our consulting fees (normal rate is $175/hour).
See our Client Agreement – GFS that will outline our terms, nature and extent of the services we will provide in a consulting role for your financial affairs. Please review and note that we will need to have a signed copy on file before we can commence any professional consultation.
You may submit a signed copy of the agreement to us via one of the following…
- Email at dstone at onegoldentrust.com
- Mail at Golden Financial Services, 6021 S. Syracuse Way, Suite 311, Greenwood Village, CO 80111
- Fax at 303-459-5652
Please check out the other resources available regarding Special Needs Planning.
Investment Disclosure: All content on this site is for informational purposes only and does not constitute a complete description of our investment services or performance. Materials presented in this website, or any linked website, are believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your investment advisor prior to implementation. Fee-only financial planning and investment advisory services services are offered through Golden Financial Services, LLC, a state registered investment advisor firm in the state of Colorado. Nothing on this website should imply that past results are an indication of future performance. See our FORM ADV Part 2A and Part 2B brochure which provides information about the qualifications and business practices of Golden Financial Services, LLC. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any State securities authority and State registration does not imply a certain level of skill or training. Additional information about Golden Financial Services, LLC is available at www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. The CRD number for Golden Financial Services, LLC is 153484.