Your GOLDEN Financial Avatar
Financial Wisdom for Women’s Best Years
Your Trusted
Financial Partner
Transform your financial future with guidance designed specifically for women over 55. The Golden Financial Avatar combines Top University professor’s knowledge with global investment management experience in AI and finance to deliver sophisticated advice that speaks to your unique needs.
Regulated and secure.
Your privacy and security are our top priorities
“Financial wisdom should be accessible, understanding, and empowering. That's what we've created with the Golden Financial Avatar."
- Dr. Frank Sortino
Why Women Over 55 Choose Golden Financial Avatar
Expertise That Understands Your Journey
Navigate retirement transitions with confidence
Optimize Social Security and pension benefits
Manage inheritance and estate planning
Protect and grow your wealth for future generations
Understand healthcare financial planning
Master tax-efficient investment strategies
Designed for Your Life Stage
Clear guidance on required minimum distributions (RMDs)
Strategies for maximizing retirement account withdrawals
Help with managing multiple income streams
Advice on long-term care insurance planning
Support for charitable giving and legacy planning
Guidance on protecting yourself from financial fraud
Built by Experts You Can Trust
Your Golden Financial Avatar is powered by Stanford University professors' expertise:
Dr. Frank Sortino: Finance Professor Emeritus and creator of the Sortino Ratio
Dr. Ronjon Nag: 2024 Silicon Valley Engineering Hall of Fame inductee
Kal Salama: Former global asset manager at Invesco
How It Works
1. Personal Assessment**: Share your financial goals and current situation
2. Customized Strategy**: Receive tailored recommendations based on your needs
3. Ongoing Support**: Get 24/7 guidance as your circumstances change
4. Regular Updates**: Stay informed about market changes affecting your portfolio
Choose Your Golden Financial Avatar Membership
Annual Membership
(Best Value)
$200/year
(Get 2 Months FREE!)
All monthly benefits
Save $40 annually
Priority support
Enhanced portfolio analysis
Detailed retirement planning tools
Comprehensive estate planning guidance
Quarterly strategy reviews
It all $20/month
Unlimited financial consultations
Real-time market insights
Personalized investment recommendations
24/7 availability
Start Your Financial Journey Today
No complex financial jargon
Female avatar for comfortable interactions
Clear, actionable advice
Continuous learning and support
The Golden Connections
At the Golden Life Community we are proud to offer our Golden Financial Avatar for our GOLDENS. To share and connect with a community of women who understand that financial confidence is key to a fulfilling life, we invite you to join The Golden Connections virtual community.