Financial Wellness is the

Gold Standard

Discover comprehensive wealth management and retirement strategies designed to help your financial future shine.

Your Golden Path to Retirement

When it comes to your financial future, sound strategies can be worth their weight in gold. Your Golden Path to Retirement is the three-step route we take to help identify your goals, create a road map and put you on track toward the tomorrow you’ve always envisioned.

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Meet Our Founder

Jacqueline Schadeck, CFP®, AWMA® CERTIFIED FINANCIAL PLANNER™ Professional

After witnessing her mother fall victim to poor financial advice that cost her family everything, Jacqueline Schadeck set out to become a go-to resource for financial guidance. She has helped high net worth clients keep and grow their assets over the past decade, and is now a trusted partner in creating generational wealth.

A Wealth of Knowledge for Your Retirement

No matter your preferred way of learning, we’ve got you covered. From radio shows you can listen to with your morning coffee to scrolling short-form insights on social media before bed, we’re here to help you understand how to make your money work best for you.

As Seen In...

Essence. MarketWatch. PBS. Yahoo. USA Today. InvestmentNews. Authority Magazine.

Wondering How to Create Income in Retirement? 

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A Trusted Financial Professional Can Help You Explore Options

Helping to Guard Your Golden Years: Ways to Help Preserve Your Retirement in a Shifting Economy” is focused on the potential impacts of falling interest rates on your clients’ retirement income plans. It explores the options of extending durations, laddering and maintaining a balanced portfolio, and examines additional considerations such as refinancing opportunities, delaying Social Security benefits and estate planning options.

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