Step 1: Request your free information kit
We will customize your information packet based on your needs and concerns.
Step 2: Do your Homework
Review and study the information. During your review process write down all questions and concerns that come up so we can discuss them.
Step 3: Continuing Education Call
Continuing Education call with one of our highly qualified educators. This could be one call or several calls depending on your needs. Allow us to learn more about you and your concerns. We know everyones situation and concerns are different. We want to get to know our clients and build long lasting relationships.
Step 4 Portfolio Review and Purchase
After you have had all questions and concerns addressed and have determined what dollar amount and what product you are investing in your Account Executive will put the portfolio together and review it with you. Once you are satisfied and comfortable with everything the purchase is made. At Gold Wealth Management we strive to provide the highest level of customer service with safe, secure and confidential investing.