A complete list of active advisors currently associated with Golden Years Financial Advisors, Inc.

Warmer can help you find a great advisor at Golden Years Financial Advisors, Inc. or one who fits your needs even better.

The firm provides financial planning and consulting to individual clients, with services that include cash‑flow and retirement planning, insurance reviews, and portfolio allocation advice. It delivers bundled fixed‑fee plans (completed within 90 days) or ad‑hoc hourly planning, and assists clients with implementing investments through third‑party money managers or client‑directed accounts. Rather than exercising discretionary management, the firm acts as a liaison to third‑party investment managers for portfolio implementation and conducts periodic account reviews and ongoing monitoring; its planning work draws on fundamental and technical analysis and third‑party research. Clients typically pay asset‑based fees to those managers or fixed/hourly fees for planning, and the firm discloses receipt of referral and revenue‑sharing payments from the managers it recommends. Notable distinctions include affiliated insurance brokerage activities and a separate health‑insurance business operated by the firm’s principal, with a meaningful portion of time devoted to those activities and the potential to receive commissions—conflicts that are disclosed in the brochure. The firm also discloses a recent material change in its ADV and describes an incentive arrangement with its primary third‑party manager that ties additional payments to production thresholds, items prospective clients should review.

To learn more about the advisors currently working at Golden Years Financial Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.