Academia

EMPOWERING

UNIVESITY PROFESSORS AND ADMINISTRATORS

FOR FINANCIAL SUCCESS

At Goldstein Advisors, we recognize the dedication and impact that university professors and administrators bring to the world of education. While your focus remains on shaping minds and institutions, we are here to support your financial well-being. Our comprehensive services encompass retirement planning, strategic tax planning, and estate planning to help ensure your financial goals are not just met but exceeded.

Retirement Planning

University professionals often have unique retirement needs and challenges. With our expertise, we develop customized retirement strategies that align with your career trajectory, income, and retirement aspirations. Whether it’s establishing retirement accounts, exploring investment opportunities, navigating public pensions, or devising a sustainable withdrawal plan, we help ensure you are well-prepared to embrace retirement with financial confidence.

Strategic Tax Planning

Navigating the complex realm of taxation can be daunting. Our team is well-versed in the intricacies of tax planning. By staying current with the latest tax laws, we guide you on how to retain more of your hard-earned income. Our team works diligently to identify opportunities to minimize tax liabilities and maximize after-tax income, ensuring that clients can make informed financial decisions while adapting to their current situation.

Estate Planning

Preserving your legacy and protecting your loved ones are paramount. Goldstein Advisors guides university professionals in crafting comprehensive estate plans with the assistance of expert local estate planning law firms. We help you navigate the complexities of wills, trusts, and beneficiary designations to ensure your assets are distributed according to your wishes. By minimizing estate taxes and facilitating a seamless transfer of wealth, we provide reassurance for you and your family.

The Goldstein Difference

What sets Goldstein Advisors apart is our unwavering commitment to your financial success. We don’t just offer services; we build enduring partnerships based on trust and expertise. Our financial planners understand the unique financial demands of academia and create tailored solutions that evolve with your changing needs.

University professors and administrators, your dedication to education deserves financial security. Goldstein Advisors is here to empower you with comprehensive retirement, tax, and estate planning services. Allow us to handle the financial intricacies while you continue shaping the future. Together, we’ll not only work to achieve your financial goals but also help ensure a prosperous legacy for generations to come.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA /SIPC
Investment advisory services offered through Goldstein Advisors, LLC
Goldstein Advisors, LLC and Bluespring Wealth Partners LLC are affiliates of Kestra IS. Investor Disclosures.

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Goldstein Advisors, LLC does not offer tax or legal advice. Please seek guidance before making decisions about your unique tax and financial situation. Converting a traditional IRA to a Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

Goldstein Advisors, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Content on this website should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.