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At our firm, we are client-driven rather than product-driven. Your needs always come first and only after we understand your unique situation do we make suggestions for your financial health. We serve in your best interest and offer comprehensive financial planning to address all aspects of your life.

These comprehensive services include:

Wealth Management

  • Asset Allocation
  • Income strategies
  • Guidance on employer retirement plans
  • Review of accounts with other firms

Goodstein Wealth Management provides fiduciary advice and support in a low-cost, fee-transparent service.  We provide investor education and personalized portfolio guidance for participants.  We work with plan sponsors to design customized retirement plan solutions.

  • 401 (k) Plans
  • 403 (b) Plans
  • Cash Balance Plans
  • Defined Benefit Pension Plans
  • Profit Sharing Plans

Risk Management

  • Overall Risk Analysis
  • Existing Policy reviews
  • Life insurance application
  • Disability insurance application
  • Long term care insurance application

Cash Flow Planning/Management

  • Savings strategies
  • Sustainability reviews of portfolio withdrawals
  • Social security maximization and optimization
  • Pension maximization and optimization

Tax Planning/Management

  • Tax minimization strategies

Legacy Planning

  • Reviews of Wills & Trusts
  • Minimizing estate tax liability
  • Gifting strategies

Contact us to get started building your financial future today. | 818-995-3500