"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.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Goldstein Financial Group, LLC is Independently Owned and Operated.
Goldstein Financial Group, LLC and its agents are presently licensed to sell traditional life insurance in AK, AZ, CA (#0E58866), CO, CT, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN (#40000398), MO, MT, NC, NJ, NV, NY, OH, SD, TX and WI. Variable life and annuity products, as well as other securities products, may be sold in AK, CA, CO, CT, FL, GA, IL, IN, MA, MI, NJ, OH, and WI.