GOLD KEY Wealth Management offers investors an alternative to traditional buy and hold advice. GOLD KEY takes an Active Investing Capital Growth & Preservation Approach that pursues consistent returns over time. We implement Risk Managed Wealth Strategies, which seek to mitigate portfolio volatility to restrain downside risks yet capture upside growth.
The founder of GOLD KEY Wealth Management, Michael D. Shea, RFC®, believes that Portfolio Risk Management Drives Long-Term Investment Performance. As an independent firm, GOLD KEY is uniquely positioned to provide expert and unbiased fee based advice. GOLD KEY specializes in Risk Managed Portfolio Design, Professional Money Management, Retirement Planning, Managed Futures, Gold Investments, Certificates of Deposit, Annuity & Life Insurance Solutions. GOLD KEY Wealth Management is located in the Laguna Hills Civic Center in Orange County, California.
Click on the Vision Logo below to view: "Performance Results of a 30 Year Study Comparing Managed Futures, U.S. Stocks and International Stocks"
"Complacency is an
Enemy of Wealth"
For wealthy clients potentially subject to estate taxes, GOLD KEY assembles a highly skilled planning team to execute the complexities of Multidisciplinary Planning. GOLD KEY also collaborates with your CPA and attorneys to custom design and implement your Retirement, Trust, LLC and/or Family Limited Partnership investment objectives.
Contact GOLD KEY Wealth Management to request a complimentary private consultation or second opinion, and discover the GOLD KEY difference. Call 800-370-5802 (PST). GOLD KEY Wealth Management services clients nationwide.
GOLD KEY Wealth Management provides advice on a full range of Certificate of Deposit accounts and banking services through EverBank. Everbank's Yield Pledge is a promise that your rate will always be the top 5% of competitive accounts offered by leading banks. Accounts are FDIC Insured. To learn more, click on the CDs & Banking Services bar on the left, or click on the EverBank banner above.
|
Investment Advisor Representative of Vision Investment Advisors, LLC, an SEC Registered Investment Advisor, advicewithvision.com, . Registered Representative of and Securities Offered Through: Vision Brokerage Services, LLC, visionbrokerageservices.com. Member: FINRA/SIPC. VBS Branch Office. Vision Financial Markets LLC, Registered: CFTC & Member: NFA. VFM Branch Office. Main Office: Four High Ridge Park, Stamford, CT 06905 203.388.0700 GKWM is not affiliated with VIA, VBS or VFM. CA Insurance License #0791148 Licensed to serve clients in California and the United States. "Serving Clients with Integrity"
GOLD KEY Wealth Management offers advice on EverBank banking services as an outside business activity separate from and unrelated to any Vision entity listed above.
Past performance is not necessarily indicative of future results. Investing has a risk of loss of principal, as well as potential for profit. Investments have no guarantees.
Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon only when coordinated with individual professional advice. Neither GOLD KEY Wealth Management, Vision Brokerage Services, Vision Investment Advisors, or Vision Financial Markets LLC provides tax or legal advice. Consult your tax adviser, CPA and/or attorney for tax and/or legal advice.
The listing of managed futures on this website is to link to educational resources only and is not a solicitation or offer for sale. Managed futures are marketed separately through Vision Financial Markets LLC. The risk of loss in managed futures can be substantial no matter who is managing money. All investments have the potential for gain or loss. Past performance is not necessarily indicative of future results.
Brad Knight is an associate of GOLD KEY Wealth Management. Brad Knight, Investment Advisor and Wealth Manager in Laguna Hills, Orange County, CA. Brad Knight helps Verizon 401(k) participants diversify their asset classes. Brad Knight, Verizon 401(k) advisor. Brad Knight helps Verizon employees grow their 401(k) accounts. ATT 401(k) advisor. Brad Knight is a graduate of Concordia University. Brad Knight holds a BS degree in finance from Concordia University.
GOLD KEY Wealth Management offers advice on a broad range of non-correlated assets and alternative investments, which seek to generate reliable investment income and return of principal. Michael Shea is your trustworthy advisor of choice whom you refer to friends and family. Mike Shea offers a no cost financial consultation and portfolio review, and or second financial opinon. Michael is a graduate of CSUF with a BA in Business Administration. He has keen insight into current financial markets and economic trends. Michael D. Shea, RFC, Registered Financial Consultant, Orange County Financial Advisor, an IRA and 401(k) rollover specialistI. a.k.a. IRAs, Individual Retirement Account, 401(k) Rollover, 401(k) Rollovers, 401(k) Roll Over, 401(k) Plan, or 401(k) Plan Rollover. GOLD KEY Wealth Management offers advice on 401(k) Help, Institutional Money Management, mutual funds, ETFs, Exchange Traded Funds, Managed Futures, Gold Bullion, Gold Stocks Retirement Planning, Retirement Income Advice, IFL, Income for Life, and Income For Life Planning. Learn about annuities that offer Guaranteed Income, Lifetime Income, Life Time Income, Inflation-Adjusted Income, Inflation Adjusted Retirement Income, and Income for Retirement. Management. Gold mining stocks trading system with GOLD KEY Wealth Management. GDX trading system through GOLD KEY Wealth Management. Potentially profit from gold without the high purchase and sales commission of physical gold with GOLD KEY Wealth Management's Gold Stock Trend Change System. Michael D. Shea, RFC is a AT&T Retirement Specialist serving AT&T Craft and Management Employees for their ATT 401(k) and AT&T Pension Retirement Benefits Plans for the communication industry. Searching for an ATT Retirement Specialist. Have you been laid off? Are you searching for a 401(k) exit planning specialist. 401(k) Rollover or Transfer Help through Michael D. Shea, RFC.Michael also GOLD KEY offers professional exit planning and 401(k) and pension retirement advice to SBC, PacBell, Legacy T, Verizon, Qwest and Amdocs, COX, Edison, Pacific Gas & Electric, Chevron, Standard Oil, HP, IBM, Hughes, Boeing, personel.Michael D. Shea, RFC is a Verizon Retirement Specialist serving Verizon Craft and Management Employees for their Verizon 401(k) and Verizon Pension Retirement Benefits Plans for the communication industry. GOLD KEY Wealth Management also offers advice or fixed annuities, SPIA, variable annuitiesFixed Income, Bonds, Municipal Bonds, Stock Dividend Investments, Dividend Income Investments, as well as Life Settlements that buy your life insurance policy for cash. You can also ask about: Trade Annuity, Exchange Annuity, Sell Annuity, Annuity Help, Life Insurance, or an Annuity Exchange. Michael Shea, RFC can assist with your retirement transition from work life to comfortable retirement income life. A REIT is also known as a Real Estate Investment Trust. Call for (BEI) Business Exit Strategy, Business Exit Planning, Business Exit Strategist, and Business Exit Strategy assisance. GOLD KEY Wealth Management offers Trust Investment Services, Endowment Investment Services, as well as Investment Services for Philanthropic Organizatons. Michael Shea offers a no cost review of investments, Stocks, Bonds, variable annuities, equity index annuities and your CD renewal, CDs, Certificate of Deposit. EverBank foreign currency CDs. If your objective is to Increase your Rate of Return, Interest Rate, Interest Rates, we can help. GOLD KEY Wealth Management offers advice for deferral of capital gans, Defer Capital Gains, and Passive Losses. Alternative Investments, Secured Notes, Variable Annuities, Equity Index Annuities, American Equity, EIA, Fixed Inded Annuities, Index Annuities, Moral Investing, Social Investing, Value Investing may be solutions to your concerns. For investors seeking ETF investments for investments in global oil service companies, commodity mining companies, as well as gold and silver, call Michael Shea for advice on available investment options. GOLD KEY Wealth Management serves all of California, Arizona, Oregon, South Orange County, Saddleback Valley and the following cities of SanClemente, 92672, 92673, 92624, San Juan Capistrano, 92675, Mission Viejo, 92691, 92692, Ladera Ranch, 92610, Coto de Caza, 92679, Rancho Santa Margarita, 92688, Anaheim, Foothill Ranch, 92610, Lake Forest, 92630, Portolla, Irvine, 92618, 92603, 92604, 92612, 92614, 92620, 92657, Tustin, 92780, Orange, 92705, 92682, 92689, Newport Beach, 92660, 92663, Corona Del Mar, 92625, Laguna Beach, 92651, Dana Point, 92629, Laguna Niguel, 92677, Laguna Hills, 92653, Laguna Hills Civic Center, Laguna Woods, 92637, Leisure World, Costa Mesa, 92626, 92627, Orange County California, Santa Ana, Anaheim, Huntington Beach, 92646, Fountain Valley, 92708, Orange County, South Orange County, Inland Empire, San Diego, Southern California, California, Saddleback Valley, Saddleback Valley Orange County, Orange County Saddleback Valley, CA, Anaheim 92801, 92802, 92803, 92804, 92805, 92806, 92807, 92808, 92809, 92812, 92814, 92815, 92816, 92817, 92825, 92850, 92899, Brea 92821, 92822, 92823, Buena Park 90620, 90621, 90622, 90623, 90624, Costa Mesa 92626, 92627, 92628, Cypress 90630, Fountain Valley 92708, 92728, Fullerton 92831, 92832, 92833, 92834, 92835, 92836, 92837, 92838, Garden Grove 92840, 92841, 92842, 92843, 92844, 92845, 92846, Huntington Beach 92605, 92615, 92646, 92647, 92648, 92649, La Habra 90631, 90632, 90633, La Palma 90623, Los Alamitos 90720, 90721, Orange 92856, 92857, 92859, 92861, 92862, 92863, 92864, 92865, 92866, 92867, 92868, 92869, Placentia 92870, 92871, Santa Ana 92701, 92702, 92703, 92704, 92705, 92706, 92707, 92708, 92711, 92712, 92725, 92728, 92735, 92799, Seal Beach 90740, Stanton 90680, Tusin 92780, 92781, 92782, Villa Park 92861, 92867, Westminister 92683, 92684, 92685, Yorba Linda 92885, 92886, 92887Aliso Viejo 92653, 92656, 92698, Dana Point 92624, 92629, Laguna Hills 92637, 92653, 92654, 92656, Laguna Niguel 92607, 92677, Laguna Woods 92653, 92654, Lake Forest 92609, 92630, Mission Viejo 92675, 92690, 92691, 92692, 92694, Newport Beach 92657, 92658, 92659, 92660, 92661, 92662, 92663, Rancho Santa Margarita 92688, San Clemente 92672, 92673, 92674, San Juan Capistrano 92675, 92690, 92691, 92692, 92693, 92694 Ladera Ranch 92694, Coto De Caza 92679 Anaheim Hills 92807, 92808, 92809, 92817 Dove Canyon 92679
|
|
|