Why Our Firm
Preserving Private Capital
The successful preservation of private capital includes the review and ongoing management of life insurance as one of three integrated key components. The result does more than impact a family from one generation to the next – it strengthens society by enhancing business and philanthropic endeavors. The alternative is to allow wealth to become exposed to income and estate taxes.
We share this core belief with the professional advisors with whom we work. Through collaboration, not competition, the client benefits from a balanced approach to life insurance, investment, and estate planning.
With more than four decades of experience and a tradition of highly personalized service, Goldstein Financial Group, LLC (GFG) utilizes a proprietary process that includes a thorough review of the high‐end life insurance market, advanced medical and financial underwriting, and analytical reporting to serve families, family offices and successful business owners. We strive to:
- Educate our clients and their advisors to fully understand current life insurance issues;
- Identify both weaknesses and strengths in current insurance portfolios as well as new opportunities available from industry offerings; and,
- Recommend improvements to client portfolios that work to minimize risk and maximize performance.
GFG serves as your advocate, providing proprietary access to a high level of analytics, education, objectivity and professional underwriting. Our mission: to identify a path of action that we, the advisor, would take if the set of facts were our own, and deliver exceptional service to our clients. The result is a positive, personal experience. It is based on our client’s newly gained understanding and the confidence that comes from knowing that prudent, thoughtful actions were implemented.
Working closely with our client’s team of advisors, we combine the extensive capabilities of our professional staff, advanced medical and financial underwriting, close relationships with elite national industry resources and a systematic proprietary reporting process to achieve maximum long‐term value.
GFG is an independent Member Firm of M Financial Group, a relationship that provides our clients and advisors with access to the scale, resources and expertise of a national network of leading financial services firms, while giving us the independence to operate with the care and commitment of a small, dedicated team.