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For Business Owners and Professionals

Being a business owner, and dealing with the responsibilities, risks, and opportunities that “come with the territory,” is a unique experience that has to be lived to be truly understood and appreciated. Does it make any sense, then, for a business owner to have a financial advisor who has not had this experience himself?

One of Alan Goodstein's essential qualities is that he grew up in a large family business, worked in it from the age of 16, studied about it in college, and then helped run it for 15 years, before becoming a financial planner. Most of Alan's initial clients were business owners, too.

Specific financial planning services we provide to business owners include the following

  • Comprehensive Financial Plans and Planning
  • Retirement Planning
  • Property and Casualty Insurance Review: (We don't sell property and casualty insurance)
  • Retirement Plan Consultation
  • 401(k) Employee Education
  • Succession Planning
  • Investment Portfolio Management

For a free initial consultation regarding any aspect of your financial affairs or concerns, please call us at 818-995-3500.