Golden Eagle Financial, Ltd.

Financial planner in Littleton, CO (show on map)

Denver/Littleton, CO retirement planning firm with 40+ years experience offering comprehensive retirement and legacy planning, tax strategies, and investment management.

Call (303) 744-1128

Navigate to Visit website

About

Golden Eagle Financial, Ltd. is a retirement planning firm serving Denver and the Front Range including Lakewood, Aurora, Littleton, and Boulder. With over 40 years of experience, they help clients protect assets, create growing income for retirement, and leave a meaningful legacy.

Al Smith is a Chartered Financial Consultant and Investment Advisor Representative who specializes in retirement planning, working as a fiduciary. The firm offers educational workshops, radio show 'Retirement Unpacked' on KLZ 560 AM, and personalized retirement strategies. Services include tax planning, Social Security optimization, Roth IRA conversions, extended care planning, estate planning, and reverse mortgage guidance. Al takes a holistic approach combining financial security with purposeful living insights.

40+ years of experience

Fiduciary approach — client's best interest first

Radio show 'Retirement Unpacked' on KLZ 560 AM

Book '18 Holes to Retirement' by Al Smith

Educational workshops and seminars

Focus on both financial security and purposeful living

Services

Retirement Planning

Comprehensive retirement planning including tax strategies, income planning, and retirement income optimization for individuals nearing or in retirement.

Tax-efficient retirement income Social Security optimization Roth IRA conversion strategies Extended care planning

Legacy Planning

Legacy and estate planning to help clients leave a meaningful mark on their family's future while protecting assets.

Estate planning Legacy protection Heir planning

Tax Planning Strategies

Tax reduction strategies for retirement including Social Security tax optimization, Roth conversions, and tax-efficient withdrawal strategies.

Social Security tax optimization Roth conversion planning Tax-efficient income planning

Extended Care Planning

Protection planning for extended care events including long-term care insurance and asset protection strategies.

Long-term care planning Asset protection Extended care insurance

Investment Advisory

Investment advisory services through Brookstone Capital Management, LLC for portfolio management and asset allocation.

Portfolio management Asset allocation Risk management

Credentials & Certifications

Chartered Financial Consultant

Investment Advisor Representative

Insurance licensed

Frequently Asked Questions

What services does Golden Eagle Financial offer? +

Golden Eagle Financial offers retirement planning, legacy planning, tax strategies, Social Security optimization, extended care planning, and investment advisory through Brookstone Capital Management. They serve the Denver Front Range area.

Who is Al Smith at Golden Eagle Financial? +

Al Smith is the founder and Chartered Financial Consultant at Golden Eagle Financial. He has over 30 years of experience in financial services, with 15 years focused specifically on retirement planning. He hosts 'Retirement Unpacked' on KLZ 560 AM radio and has authored the book '18 Holes to Retirement'.

Where is Golden Eagle Financial located? +

Golden Eagle Financial is located at 5984 S Prince St. #203, Littleton, CO 80120. Phone: 303-744-1128.

Is Golden Eagle Financial a fiduciary? +

Yes, Al Smith is a fiduciary dedicated to helping people understand their options in retirement. The firm operates as fiduciaries in their clients' best interest.

What is 'Retirement Unpacked'? +

Retirement Unpacked is Al Smith's radio show on KLZ 560 AM, airing Wednesdays at 2pm. It provides entertaining and useful information on retirement financial planning.

How can someone reduce taxes in retirement? +

Golden Eagle Financial addresses tax reduction through three main areas: optimizing when to draw Social Security (up to 85% can be taxable depending on timing), converting Traditional IRA to Roth (paying taxes now but growing tax-free), and strategic Roth conversions to potentially achieve 0% federal taxes in retirement.