Services
Retirement Planning
Investment Strategies & Portfolio Management
Fixed and Variable Annuities
Business Planning & Succession
Estate Planning Strategies
Details
At Goldstrike Capital,
We provide comprehensive, fee-only financial planning and wealth management solutions designed to simplify your financial life and help you achieve your long-term goals. As a fiduciary, we are committed to always acting in your best interest, providing unbiased, transparent advice that is solely focused on your financial success. Whether you’re looking for a personalized investment strategy, retirement planning, or guidance on complex estate matters, our team is here to guide you every step of the way.
Financial Planning
Our financial planning services are designed to help you navigate the complexities of personal finance, from budgeting to long-term goal setting. We work with you to create a comprehensive, customized plan that aligns with your values and objectives.
Retirement Planning:
Develop a strategy to save, grow, and distribute your wealth
to ensure a secure and fulfilling retirement.
to ensure a secure and fulfilling retirement.
Cash Flow & Budgeting:
Create a personalized budget that helps you manage
expenses while building wealth for the future.
expenses while building wealth for the future.
Education Savings:
Plan for your family’s educational expenses with taxadvantaged savings options like 529 plans.
Debt Management:
Manage and pay down debt strategically, freeing up more
resources for long-term savings and investment.
resources for long-term savings and investment.
Investment Management
As your trusted partner, we offer expert guidance in developing a tailored investment strategy based on your financial goals, risk tolerance, and time horizon.
Portfolio Management:
Actively managed portfolios with a focus on diversification,
growth, and risk management. We utilize both traditional and alternative
investments to create a well-rounded approach.
growth, and risk management. We utilize both traditional and alternative
investments to create a well-rounded approach.
Tax-Advantaged Investments:
Identify investment opportunities that minimize
your tax liability, such as tax-deferred accounts or tax-free municipal bonds.
your tax liability, such as tax-deferred accounts or tax-free municipal bonds.
Alternative Investments:
Explore non-traditional investment options like real
estate, cryptocurrency, and commodities to further diversify and grow your wealth.
estate, cryptocurrency, and commodities to further diversify and grow your wealth.
Business Planning
For business owners, we offer tailored services to support your personal and business financial goals. Whether you’re planning for retirement or considering succession planning, we help you create a strategy that works for you and your business.
Business Succession Planning:
Develop strategies for passing the business on to
the next generation or preparing for a potential sale.
the next generation or preparing for a potential sale.
Employee Benefits & Retirement Plans:
Help design and implement retirement
plans such as 401(k)s or Simple IRAs to attract and retain top talent.
plans such as 401(k)s or Simple IRAs to attract and retain top talent.
Cash Flow & Tax Strategies for Business Owners:
Optimize your business’s financial health with strategies designed to minimize taxes and maximize profitability.
Family Office Services
At Goldstrike Capital, we function as a family office, providing a full suite of wealth management services for high-net-worth families. From financial planning to tax optimization and legacy creation, we work to manage all aspects of your family’s financial life.
Wealth Preservation:
Safeguard your wealth across generations with tax-efficient
planning, estate strategies, and asset protection.
planning, estate strategies, and asset protection.
Multigenerational Planning:
Ensure that your family’s wealth is managed and
passed down according to your values, while minimizing tax implications.
passed down according to your values, while minimizing tax implications.
Financial Education:
Equip younger generations with the knowledge they need to
manage and grow their financial inheritance.
manage and grow their financial inheritance.
GoldStrike
Trusted guidance built on transparency and alignment.
Why do people hire us?
Deserves Objective, Trusted Guidance.
Our fee-only, fiduciary approach guarantees fully transparent, unbiased financial advice, prioritizing your long-term goals and overall financial well-being.
Fee-Only, Unbiased Advice
We are compensated only by our clients — not by commissions or product sales — ensuring objective guidance focused solely on your best interests.
Client-First Fiduciary Approach
Your goals always come first. We act as a fiduciary, providing transparent, ethical advice designed around your long-term financial success.
Clear, Personalized Guidance
We deliver tailored financial strategies and explain every step clearly, so you can make confident decisions without pressure or confusion.
