Nathaniel C. Golden

First Vice President, Wealth Management

CFP®, CDFA®

My Approach

My approach to financial planning is comprehensive and personal. Before making recommendations, I take time to understand your big picture, how the different pieces of your financial life fit together, and what matters most to you.

The Clients I Serve

Business Owners

You have a plan for where your business is going. Do you have the same clarity about where it's taking you personally?

Millennials & GenZ

You don't need to have your whole future figured out. Make financial decisions today that give you more choices tomorrow.

Pre-Retiree

You've spent years saving for retirement. Now, how will you turn those savings into income that supports the life you've dreamed of?

Also: Executives, Single Parent, Working in Retirement

Major Milestones I Specialize In

Divorce Planning

A fair divorce settlement isn't just about splitting assets equally. Consider taxes, future income, and what you'll need to start over.

Retirement Planning

Retirement isn't just about how much you've saved. It's knowing where to pull income from, what taxes you'll pay, and what you can afford.

Sudden Wealth or Inheritance

New wealth brings new opportunities and responsibilities. Revisit your goals and make sure your tax, investment, and estate plans keep up.

Also: Death in the Family, Early Retirement or Financial Independence, End of Life and Legacy Planning, Starting a Business

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

Good financial planning starts with asking the right questions. I take time to get to know my clients, understand what matters most to them, and then help them make smart financial decisions. I earn my clients' trust through honest conversations and thoughtful, practical advice.

Disclosures

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.