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Better Business Bureau A+
BBB Business Review
Golden Financial
Vanessa Mason
Phone: (817) 456-2948
222 West Exchange Ave. Suite 103 Fort Worth, Texas 76164
A BBB Accredited Business since 03/05/2001
BBB has determined that Golden Financial / Jim Matthew, Betty Estes and Vanessa Mason meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised Golden Financial rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
| Complaint Type | Total Closed Complaints |
|---|---|
| Advertising / Sales Issues | 0 |
| Billing / Collection Issues | 0 |
| Problems with Product / Service | 0 |
| Delivery Issues | 0 |
| Guarantee / Warranty Issues | 0 |
| Total Closed Complaints | 0 |
Additional Information
Licensing
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Type of Entity - Partnership
Contact Information
Primary Contact: Vanessa MasonBusiness Category
Financial Planning Consultants, Insurance, Insurance-Long Term Care, Insurance-Senior Products, Insurance Consultants, Insurance Services, Financial Services, Estate Planning & Management
Products & Services
Golden Financial is owned and operated by Vanessa Mason, Chartered Senior Financial Planner, based in Texas. The firm specializes in retirement income planning, estate planning strategies, asset preservation, and Long-Term Care planning.
Since beginning her career in 1992, Vanessa has focused on helping retirees and those nearing retirement create structured financial plans designed to reduce financial risk, minimize tax exposure, avoid probate, and protect assets from potential long-term care and nursing home expenses.
A significant area of specialization includes working with Federal and Government employees under CSRS and FERS. Vanessa provides guidance in understanding and coordinating federal retirement benefits, including FEGLI, TSP, survivor benefits, and retirement income distribution strategies.
Golden Financial works in association with Tax Accountants, Elder Law Attorneys, and other professional specialists when appropriate to help provide coordinated and customized financial strategies tailored to each client’s individual goals.
The firm continues to serve clients established under its prior ownership while expanding services from its Texas location.