Licensed through Securities America, Inc., Leslie “Les” Goldstein provides long-term, people-first pathways for expanding and protecting wealth. A market-informed and risk-adverse advisor, Leslie “Les” Goldstein’s flat-fee planning services span a wide range of strategies, from Social Security claiming opportunities to 401(k) and IRA benefits.

Mr. Goldstein’s team offers tax planning solutions through a CPA with a three-decade track record of delivering results. Areas of focus include in-house tax return preparation, with pathways identified for eliminating and decreasing federal income tax burdens. Medicare optimizing strategies benefit from a specialist in the field who had been navigating complex health coverage codes since 2010 and delivering cost-effective supplemental policies for Advantage and drug plans.

Mr. Goldstein’s firm also has an in-house estate planning attorney on board, and emphasizes living trust planning as a judicious route for shielding a family's inheritance from probate, unintended beneficiaries, lawsuits, and creditors.