Healthcare Professionals

EMPOWERING HEALTHCARE PROFESSIONALS

FOR FINANCIAL SUCCESS

At Goldstein Advisors, we understand the profound dedication and commitment that healthcare workers invest in their professions. While your focus remains on providing exceptional patient care, we are here to support your financial well-being. Our tailored services encompass retirement planning, tax planning, and estate planning to ensure your financial goals are met, allowing you to enjoy the fruits of your labor.

Retirement Planning

Healthcare professionals often face unique challenges in retirement planning. With our specialized expertise, we create personalized retirement strategies that align with your income, career trajectory, and retirement goals. Whether it’s setting up individual retirement accounts or corporate 401ks, exploring investment opportunities, or establishing a sustainable withdrawal plan, we ensure you are well-prepared to enjoy your golden years without financial worries.

Tax Planning

Navigating the complex world of taxation can be overwhelming. Our team of tax experts works diligently to minimize your tax liabilities while maximizing your deductions. We stay up-to-date with the latest tax laws and regulations specific to healthcare, helping ensure that you keep more of your hard-earned money. Our proactive approach means you’ll have more financial flexibility for both short-term needs and long-term goals.

Estate Planning

Preserving your legacy and protecting your loved ones are paramount. Goldstein Advisors assists healthcare professionals in crafting comprehensive estate plans by working with expert local estate planning law firms. We help you navigate the intricacies of wills, trusts, and beneficiary designations to help ensure your assets are distributed according to your wishes. Working to minimize estate taxes and facilitating a seamless transfer of wealth, our goal is to provide peace of mind 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 lasting partnerships based on trust and expertise. Our healthcare focused financial planners understand the challenges unique to your field and create customized solutions that evolve with your changing needs.

Healthcare professionals, your tireless dedication deserves financial security. Goldstein Advisors is here to empower you with comprehensive retirement, tax, and estate planning services. Let us handle the financial complexities, so you can continue to make a difference in the lives of others. Together, we’ll work to achieve your financial goals, and help ensure a prosperous future for you and your loved ones.

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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.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® plaque design in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.