Successful Money Management® seminar includes:
Financial Strategies
Private Wealth Management
Investment Consulting
Retirement Planning
IRA
401(k)
Risk Management
Estate Planning
Hear How You Can:
Manage Your Money
Potentially Reduce Your Taxes
Save and Invest
Structure Your Investments
Seek a Financially Independent Retirement
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About Gold & Associates
Gold & Associates, Inc was founded in 1971 by Everett Van Gold and his son Bill Gold. Today, Bill is joined by Neal Thompson and Matt Wilson. Gold & Associates is a small boutique financial firm located in Phoenix, Arizona that specializes in wealth management for families and business owners, Due to their experience and integrity, Gold & Associates is well known and respected.
Bill, Neal and Matt believe firmly in education and that everyone should be provided the opportunity to be taught the basics of the investment world. Bill, Neal and Matt are instructors of a seminar entitled “Successful money Management” that they teach at many major corporations as well as at various Maricopa Community Colleges. The seminar lasts three weeks and covers everything from stocks, bonds, mutual funds, asset allocation, to estate planning. Students are taught the pros and cons of many investment vehicles and the information is designed to help the students make informed financial decisions based on their personal situations.
Gold and Associates, Inc creates and implements financial plans unique to their clients’ lives. They help their clients’ diversify their portfolios, to potentially minimize tax exposure, market risk and to help pursue financial independence. In addition, Gold & Associates works with a network of talented legal, tax and real estate professionals to work towards making sure their clients’ estates are assisted and directed from all angles.
The philosophy of Gold & Associates, Inc has resulted in the establishment of a lasting reputation of integrity and life-long relationships with their clients.
Bill Gold
President & CEO
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Bill Gold
Bill has been dedicated to the financial security of Arizona families since 1971 when he and his father, Everett Van Gold, co-founded Gold & Associates, Inc. He is an Investment Adviser Representative with ING Financial Partners, Inc.,
Bill was born in Panama. After moving to the United States, he obtained a Bachelor’s degree in Finance and Banking from Arizona State University. He is a Certified Financial Planner. He has dedicated his financial planning career to helping individuals and business owners nearing their retirement to obtain their income and lifestyle goals.
Bill and his wife, Sharon, have been married since 1967, and have raised a wonderful family together. Sharon is an Arizona native, and her great-grandparents were some of the state’s first settlers, arriving via covered wagon.
Bill’s goal is to help his clients pursue their financial and retirement goals by potentially accelerating their wealth building through tax advantaged strategies, asset protection programs and risk management techniques. Bill truly listens to an individuals financial needs and is a firm believer in financial education. Gold & Associates, Inc. teaches Successful Money Management seminars at the Maricopa Community Colleges and many corporations and government organizations and agencies in Maricopa County. Bill believes that financial education really is personal power and gives individuals self confidence in making smart financial decisions.
Bill knows that his clients have worked hard for their money and that it is important for their money to work hard for them. However, after decades as a financial planner, Bill understands the balance and discipline that retired investors must employ to afford the lifestyle that they enjoy without taking risks that could cost them everything. Regardless of whether you plan to leave anything to your heirs, "...you never want to run out of money before you run out of life."
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Neal Thompson
Vice President
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Neal Thompson
Neal Thompson is Vice President of Gold & Associates as well as an investment adviser representative through ING Financial Partners, Inc. and has achieved the designation of Chartered Asset Manager®, and is a graduate of the Arizona State University School of Global Management & Leadership Financial Planning Program. Neal is currently pursuing a CFP® Certified Financial Planner designation.
Neal thinks of himself and as a wealth consultant for his clients, specializing in helping affluent families and business owners manage their wealth while avoiding potential financial pitfalls. Neal’s client’s meet with him personally on a regular basis, receive weekly market newsletter via email and are invited to complimentary quarterly investment conferences.
As a true advocate of financial education, Neal is an adjunct instructor at several Maricopa Community Colleges were he teaches a seminar entitled “Successful Money Management” which covers subjects ranging from investment and retirement planning and estate planning to life insurance and 401(k)’s.
On a personal level Neal is originally from Pasadena, California relocating to Scottsdale in 1992 were he met his wife Amber. Neal and Amber live near Cave Creek, Arizona.
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Matt Wilson
Vice President
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Matt Wilson
Matt views his service to clients much like a “Wealth Coach” who helps them take advantage of opportunities and avoid financial disasters.
A licensed Investment Advisor Representative (IAR), Matt holds the prestigious Chartered Retirement Planning Counselor (CRPC) designation. As an adjunct instructor for Maricopa Community Colleges’ popular Successful Money Management Seminar, he believes education is the key to developing the insight that is essential when planning your financial future.
His most important message is that “…long range planning does not deal with future decisions, but rather the future of present decisions.”
Originally from Northern Virginia, Matt and his wife Susan have lived in Phoenix since 2004. He is an alumnus of the Virginia Military Institute and George Mason University. His love of sports led him to study martial arts where he won many championships before injuries forced his exit. He also enjoys aviation, is a private pilot and a member of a national organization dedicated to preserving the history of military aviation.
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