independent, fee-only, unbiased comprehensive financial planning services in AZ

"Independent, unbiased comprehensive financial planning"

Gold Canyon Private Client Services is a full-service fee-based  financial planning/consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. We focus on professional portfolio design and investment management.  Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. 

At our firm, excellence is the drive to exceed client expectations.  And while each client's personal objectives and financial goals are as unique as the individual, our guiding mission remains the same:  To preserve and strengthen your financial position in the years and decades to come.  Whether you are building assets for the future - or seeking to protect, enjoy and pass on those you already have - Gold Canyon Private Client Services  can help you along the way.

For more information about our firm and the services we offer, contact us today at (877) 219-6229, (480) 983-1470 or e-mail us at mdungan@thebusinesscenter.net.  We appreciate the opportunity to be of service.
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

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