Golden K Plans Inc

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:00 am - 5:00 pm

Tomorrow: 8:00 am - 5:00 pm

(818) 587-4455Call Visit WebsiteVisit Website Map & DirectionsDirections5950 Canoga Ave Ste 540Woodland Hills, CA 91367 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Woodland Hills with Investment Advisory Service

Canoga Park (3 miles)
Tarzana (4 miles)
Calabasas (4 miles)
Reseda (6 miles)
Northridge (8 miles)
Chatsworth (9 miles)
Encino (9 miles)
Van Nuys (14 miles)
Sherman Oaks (14 miles)
Panorama City (15 miles)

More Info

Extra Phones: Phone: (818) 564-4160
Neighborhoods: Woodland Hills-Warner Center, South Valley, Warner Center
Other Link: https://www.goldenkplans.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (818) 587-4455

Address: 5950 Canoga Ave Ste 540, Woodland Hills, CA 91367

Website: https://www.goldenkplans.com

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Golden K Plans Inc

Tax Deductions

Investment Management
We custody your funds and assets with the major custodians in the U.S. such as Charles Schwab or TD Ameritrade. We work independently as an Investment Advisor with a pure, objective approach to investment management. We provide a refreshing alternative to large Wall Street firms. Our views in the asset allocation process are unbiased and are tailored to fall within the parameters of the client’s risk profile. We acknowledge that no two investors are alike and customize our investment strategy models to adapt to each client. In addition, we provide tactical recommendations to our clients to keep their portfolios current with global market trends.
Mutual Funds
Open Architecture Broad investment choices from thousands of funds: We use low cost and no load mutual funds (such as Vanguard), Exchange Traded Funds (ETFs), Stocks, Bonds, CDs, and Money Markets
Bonds
Wealth Management
Golden K Plans & Wealth Management is the trade name for family of companies which includes Golden K Plans, Inc. and Golden K Wealth Management, LLC. Third Party Administrative and Compliance Services are provided by Golden K Plans, Inc. Investment Advisory Services are provided by Golden K Wealth Management, LLC, a California Registered Investment Advisory Firm.

Accounting Services

Financial Planning
Offering Investment Management and Personal Financial Planning Services through our sister company, Golden K Wealth Management, LLC
Retirement Planning
Cash balance and defined benefit plans, also called pension plans, offer a pre-established benefit or account balance typically disbursed in a series of payments during retirement or as a single-sum payment at retirement.
Asset Management
Our proprietary asset allocation process requires that we work together as a team while organizing and planning your investments. In addition, our collaborative process is specifically designed to provide you with a greater understanding of your portfolio.
College Funding
529 college savings plans offer a unique combination of features that no other college savings vehicle can match. It has the flexibility of allowing you to either prepay tuition at qualifying universities or invest funds with tax-deferred growth potential for future qualified higher education costs.

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