Customized financial planning
Your unique life.
Your unique
financial blueprint.
Your financial concerns are different from others; no one single strategy works for everyone.
It’s all about you
Solutions for client concerns –
not profits, products or portfolios.
Goldstein Financial Future has over twenty years’ experience offering hands-on financial guidance.
It is a fiduciary’s duty, legally and ethically, to serve the clients’ best interests, first and always. Our clients are the priority. Period.
As a fee-only advisory firm, we don’t sell products or receive commissions. Instead, we offer specific, unbiased recommendations to our clients.
We can create a comprehensive financial roadmap or focus on a specific financial issue. We give advice; we don’t manage portfolios.
Straightforward, honest pricing
Fee-only planning: hourly fees, not product commissions.
Smoothing out the bumps
Helping clients navigate their
individual monetary needs.
Confidently plan for each of life’s different financial stages.
Tuition & Scholarships
Pay for school, apply for financial aid, and find grants and scholarships.
We help navigate all financial assistance opportunities to help pay for private school or college.
- Utilize 529 Plans & Coverdell ESAs for education expenses
- Help with the SSS Profile for private school aid
- FAFSA & CSS/Financial Aid Profile for college aid
Retirement
Regardless of age or career stage, now is the time to plan for retirement.
- Build a comprehensive forecast of living expenses, Social Security benefits, and potential medical costs.
- Estimate retirement savings, taking inflation into account
- Maximize traditional and Roth IRAs, 401(k)s and pensions
- Incorporate healthcare expense planning
Wills, Powers and Estate Planning
Discussions surrounding advance directives and legacy plans.
Protect assets and ensure end-of-life wishes are fully integrated with your financial plan.
- End-of-life planning and documents
- Wills vs. Trusts and what they accomplish
- Install beneficiary designations
Spread the knowledge
Sharing financial expertise throughout the business community.
We address financial topics pertinent to employees and provide guidance through in-person and web-based seminars. We advise employees in all financial areas, including: budgeting, retirement planning, the importance of wills and powers, and eldercare issues.
