Golden Gate University

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Tomorrow: 9:00 am - 5:00 pm

(925) 930-3912Call Visit WebsiteVisit Website Map & DirectionsDirections1990 N California BlvdWalnut Creek, CA 94596 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Walnut Creek with Investment Advisory Service

Pleasant Hill (5 miles)
Lafayette (5 miles)
Alamo (7 miles)
Concord (9 miles)
Moraga (10 miles)
Orinda (10 miles)
Danville (11 miles)
Clayton (12 miles)
Diablo (12 miles)
Martinez (14 miles)

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Extra Phones: Phone: (925) 945-7132
Neighborhood: Downtown Walnut Creek
AKA: Golden Gate Advisors Inc
Other Link: http://www.goldengateadvisors.com
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (925) 930-3912

Address: 1990 N California Blvd, Walnut Creek, CA 94596

Website: http://www.goldengateadvisors.com

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Golden Gate University

Tax Planning
Charitable Giving
Golden Gate Advisors, Inc.™ advises clients on philanthropy through a low cost donor-advised fund structure. A donor advised fund (DAF) is a charitable giving vehicle where an individual, family, or organization makes an irrevocable contribution of personal assets to a public charity and at any time thereafter can recommend grant distributions to qualified charitable organizations. We assist you in establishing a DAF, providing fee-only investment advice throughout its life, and making donation distributions.
Estate Taxes
Tax Services
Roth IRA
Your Qualified Retirement Plan can be moved into a Traditional Contributory IRA or a Rollover IRA. Please contact us or your tax advisor for assistance in determining the type of IRA that will best suit your needs. Please be aware that the IRS does not allow Qualified Retirement Plan accounts to be put directly into Roth IRAs. They must first be moved into a Traditional IRA and then converted. Expected Length of Time to Transfer: Generally, it will take 30 to 90 days from the date all necessary and completed paperwork has been received. Please contact your plan's administrator for an exact time frame on this type of transfer.
Tax Deductions
Income Tax

Investment Management
Golden Gate Advisors, Inc. acts in a fiduciary capacity assisting trustees, beneficiaries and legal counsel with the day to day duties required to effectively administer a trust or estate. Our experience in estate planning, investment management, and real estate provides the professional expertise grantors and trustees can rely upon.
Mutual Funds
This section refers only to those mutual funds that are held directly with a mutual fund company. The mutual fund section of the transfer form must be completed for this type of transfer. You may enter several funds (individually) on one transfer form providing they are all held at the same mutual fund company. You must choose whether you want each fund to be transferred as shares or to be liquidated and transferred as cash. This type of transfer is processed as a non-ACATS. Expected Length of Time to Transfer: Approximately three to four weeks from the date your completed paperwork has been received.
Wealth Management
Money Market Funds
Transfers are generally from institutions such as banks, insurance companies and mutual fund companies. This may also include transfers from smaller brokerage firms that do not have membership in the NSCC. We require an original signature for these, as they must be mailed to the delivering firm. Generally, transfers that cannot be accomplished via ACATS take approximately three to six weeks to complete. This time frame is dependent upon the transferring firm and may take longer. Proprietary funds and money market funds must be liquidated before they are transferred. Our completed transfer form is required. Expected Length of Time to Transfer: The transfer will take approximately 5-8 business days upon initiation.

Accounting Services

Financial Planning
Advice given through this website is for educational purposes only and participants should be aware that a financial planning engagement has not been established. Complete data has not been gathered and all alternatives have not been considered. This firm may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where this firm and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Retirement Planning
Golden Gate Advisors, Inc. helps you plan your retirement in several ways. It is estimated that approximately half of all US workers will retire by 60 years old, yet the average worker doesn't start saving for retirement until they are in their late thirties and even then the average savings rate is less than five percent of gross income. The average retiree can expect to be retired for a period of 20-25 years. Retirement life expectancy is expanding while work life expectancy is contracting. We help by calculating how much you should be saving for retirement each year by working with you to determine the following...
Annuities
To transfer cash funds from your financial institution's checking or savings account, it is best to send a personal check. Ask about check guidelines for more information. CDs and annuities must be redeemed before transferring. When transferring a CD, you can have the CD redeemed immediately or at the maturity date. If transferring at the maturity date, you must submit your transfer request by no later than 21 days before maturity date. Annuities must be surrendered immediately upon transfer. We will need to contact your annuity provider or financial institution to see which penalties would be incurred in these situations. This type of transfer is processed as a non-ACATS. Expected Length of Time to Transfer: The transfer will take approximately three to six weeks from the date your completed paperwork has been received.
Asset Management
Golden Gate Advisors, Inc. investment management is centered on two main areas: Portfolio Management and Asset Allocation using a variation of Modern Portfolio Theory. Our goals are to increase net worth, plan for a secure retirement, provide investments that fight inflation and simplify everything. To determine the right mix, we utilize six steps in the investment planning process. These steps hold true for the beginning investor to the most sophisticated institutional investor.
Living Trusts
Consider putting any vacation property in another state in a revocable living trust, so that your estate won't end up going through probate in two different states. (Check with your attorney to make sure this is a good idea under the law of your state.)

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