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"Life is what happens to you while you're busy making other plans."
- John Lennon

Goldstein Financial Group

We believe in preserving private capital.

The preservation of private capital includes the review and ongoing management of life insurance as one of three integrated key components. Along with investment management and proactive estate planning, life insurance serves as a hedge to enhance portfolio diversification and successful wealth transfer.

Affluent families and businesses make sound decisions when properly informed ‐ decisions that generate superior results both for today and for future generations. We rely on client advocacy, transparency, and disclosure.


...an independent, fee-based life insurance consulting firm. An engagement is based on education and advice, resulting in a concise report with clear, written recommendations.

The Insurance Design Center, LLC is an affiliate of Goldstein Financial Group, LLC.