Marc Goldstein Email & Phone Number

No sales pitch; just genuine support. As your financial advocate, we will help you retire on your terms.By partnering with us, business owners and successful professionals who are approaching retirement or have already retired can do the things that they want to do, when they want to do them, and support the causes most meaningful to them. We remove the stress of managing your wealth according to the market's highs and lows, because you shouldn't lose sleep when you can rest confidently with a fully integrated financial plan.I am a nationally known Financial Educator, Author, Speaker and Wealth Planner. As the Founder and CEO of Marc Goldstein Associates, I have been helping successful business owners, executives and professionals preserve, protect and pass on their wealth, as well as many non-profit organizations, since 1992.Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Marc Goldstein Associates is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Investor Disclosures: https://bit.ly/KF-Disclosures