Jeffrey E. Goldstein

Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Investment Strategies (Reg. Reps Only)

English

I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you.  I will assist you as you:

- Define your personal financial goals

- Develop a financial strategy that can help you achieve these goals

- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame

- Implement your strategy with products and services that help meet your needs.  

Continuing on, I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

- Advisory services Retirement analysis and programs

- Estate strategies

- Employee benefit and retention services

- Business continuation strategies

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.

Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

Contact me to discuss your financial future.

MM202503-300856

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