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.