Allan Goldstein Email & Phone Number

I serve in a senior consulting role at Capital Strategies Group, Inc., assisting high-net-worth families and their advisors to identify how life insurance can help leverage their holdings and maximize capital to improve their legacies. Capital Strategies is a concierge wealth preservation-focused insurance firm serving ultra-high-net-worth families and their companies. Our firm works with clients and their advisors to provide tax-efficient insurance strategies, facilitate contract placement and perform timely reviews.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Capital Strategies is independently owned and operated. CA Insurance License #0E58866

Listed skills include Life Insurance, Wealth, Financial Planners, Estate Planning, and 23 others.