Empowering Your Financial Future
Golden Life Group LLC
Providing compassionate fiduciary and financial guidance to protect assets and simplify decisions for families.
Trustworthy Guidance for Your Financial Journey
Golden Life Group LLC, founded by Gregory Nunez, aims to bridge fiduciary stewardship with practical financial education. Our focus is on removing paperwork and bill/benefit burden so families can concentrate on care. We offer combined fiduciary and licensed insurance expertise for integrated solutions, practical education, and fast support for caregivers and families. Additionally, we prioritize transparency and open communication to ensure our clients are well-informed and empowered to make sound financial decisions. Our team is dedicated to providing personalized guidance tailored to each client’s unique needs, fostering long-term financial security and peace of mind.
⭐ Our Mission
Our mission is to provide compassionate, trustworthy fiduciary and financial guidance that protects clients’ assets, simplifies complex decisions for families, and gives caregivers practical, usable help.
Trusted Fiduciary Services for You
Our Services
We offer a comprehensive range of solutions designed to meet your financial and caregiving needs. At Golden Life Group LLC, we understand the importance of integrated fiduciary and financial services in simplifying complex decisions and protecting your assets. Our team is committed to providing practical education and fast support to caregivers and families, ensuring that you receive the guidance you need to navigate your financial journey with confidence and peace of mind.
Golden Life Group provides both fiduciary services and licensed insurance services. When we act as a fiduciary we owe a legal duty to put the client’s best interests first; when we provide insurance services we may receive compensation. Please review our full Conflict of Interest & Compensation Disclosure.
Professional Fiduciary Services
Trust & estate administration, conservatorship support, fiduciary administration
Insurance Product Guidance
Licensed insurance producer services
Financial Education
Client workshops on retirement planning, beneficiary education
Caregiver Support Consulting
Elder-care advisory services, workshops, rapid triage, short-term fiduciary help
Compassionate Care for Your Assets
What Sets Us Apart
At Golden Life Group LLC, we offer a unique combination of fiduciary and licensed insurance expertise for integrated solutions. We provide practical, plain-English education and fast, hands-on support for caregivers and families. With a local presence in Newport Beach & Palm Springs, we are dedicated to simplifying complex decisions and giving practical help to caregivers. Our team is committed to building lasting relationships with our clients, ensuring that their financial and caregiving needs are met with compassion and professionalism. We strive to empower individuals and families to make informed decisions that secure their financial future and provide peace of mind.
Our Distinctive Strengths
Combined Fiduciary + Licensed Insurance Expertise – Integrated solutions for comprehensive financial guidance
Practical Education and Fast Support – Plain-English education and hands-on assistance for caregivers and families
Local Presence – Serving Newport Beach & Palm Springs communities
Secure Your Future with Confidence
Let’s Connect
We invite you to reach out to Golden Life Group LLC for compassionate and trustworthy fiduciary and financial guidance. Contact us today to protect your assets and simplify complex decisions for your family.
Golden Life Group provides both fiduciary services and licensed insurance services. When we act as a fiduciary we owe a legal duty to put the client’s best interests first; when we provide insurance services we may receive compensation. Please review our full Conflict of Interest & Compensation Disclosure.
Phone: (949) 444-0234
Email: gregory@goldenlifegroupllc.com
Hours: M – F, 9a – 5p PST (Appts Evenings/Weekends)