PROVIDING GUIDANCE THROUGHOUT YOUR FINANCIAL LIFE
At Gold Medal Waters, we are planners who proudly serve physicians and others with high current income, high earnings potential, or substantial assets. We guide our clients to achieve meaningful outcomes and help them build a better life, both now and in the future.
FINANCIAL PLANNING FOR
People who consider hiring us have typically heard about things that we refer to as financial "products" such as Investment Management or a Financial Plan. They contact us thinking they need one or more of these things, and truthfully, some may require them (e.g., 401k) decisions, tax planning, mutual funds. Our real value lies in our planner's ability to help design and support your journey toward the best possible version of your life. We do this while maximizing the likelihood of achieving all that you find meaningful (such as sending kids to college, taking a trip to Africa, paying off a mortgage). As your path evolves, we adjust our expertise to enhance your optimal lifestyle.