Approaching Retirement

TRANSITIONING TO RETIREMENT WITH CONFIDENCE:

GOLDSTEIN ADVISORS’ COMPREHENSIVE FINANCIAL SUPPORT

Embarking on a new career path or facing a job change can be both exciting and challenging. At Goldstein Advisors, we understand the financial uncertainties that come with such transitions and are dedicated to guiding individuals through these changes to help ensure a more confident financial future. Our comprehensive approach encompasses retirement planning, strategic tax planning, and estate planning, offering tailored solutions to address the unique financial needs of those undergoing job changes.

Personalized Retirement Planning

Goldstein Advisors recognizes that retirement goals vary widely among individuals. Our seasoned financial advisors work closely with clients to create personalized retirement plans that align with their unique aspirations. From assessing retirement income sources to optimizing investment portfolios, we tailor strategies that not only meet financial objectives but also provide a sustainable and enjoyable retirement lifestyle.

Strategic Tax Planning

As individuals transition into retirement, the tax landscape undergoes significant changes. Goldstein Advisors are well-versed in strategic tax planning to maximize after-tax income during retirement. We help clients navigate tax-efficient withdrawal strategies, explore tax-advantaged investment options, and identify opportunities to minimize tax liabilities to help ensure that retirees retain more of their hard-earned savings.

Comprehensive Estate Planning

Estate planning is a crucial component of preparing for retirement, and Goldstein Advisors are committed to guiding individuals through this process. We help you navigate the complexities of comprehensive estate plans to achieve legacy goals with the assistance of local expert estate planning law firms. By ensuring that wishes are clearly documented, we help retirees leave a lasting financial legacy for their loved ones.

Holistic Financial Guidance

Goldstein Advisors takes a holistic approach to financial guidance, recognizing that retirement planning extends beyond traditional financial aspects. We provide comprehensive support, including budgeting assistance, healthcare planning, and evaluating insurance needs. Our goal is to empower individuals on the verge of retirement with the knowledge and tools necessary to confidently navigate the broader financial landscape.

Empowering A Secure Retirement

At Goldstein Advisors, our mission is to empower individuals on the verge of retirement to embrace this new chapter with confidence and financial security. By offering personalized, strategic, and comprehensive guidance, we help clients navigate the complexities of retirement planning. Our commitment to ongoing support ensures that retirees can adapt their financial plans as needed, providing a greater assurance for a fulfilling and worry-free retirement.

The Goldstein Difference

Goldstein Advisors stands as a trusted partner for individuals on the verge of retirement, offering a range of services that encompass retirement, tax, and estate planning. With a holistic and personalized approach, we strive to empower retirees to enjoy their golden years with confidence, knowing that their financial goals are within reach.

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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.