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.
Because we are compensated directly by client fees – not by the specific financial products sold — all recommendations are objective and transparent. We provide our clients advice, analysis, and hands-on guidance to address specific financial issues, not make sales.
Our rate is $240 per hour. First introductory meeting or phone call is complimentary.
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.
