For more than 25 years, we have helped our clients grow their businesses, manage their taxes, and achieve financial security. Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a coordinated approach that simplifies your life.
We believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that we will offer investment guidance and support that's tailored to your specific situation. We are dedicated to helping you achieve your financial goals over the long term.
We believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that we will offer investment guidance and support that's tailored to your specific situation. We are dedicated to helping you achieve your financial goals over the long term.
Services
Bert Goldstein, CPA, JD, began his professional career as an accountant, specializing in small business accounting and tax consulting and preparation services. With over 30 years of experience guiding individuals with financial. Michael Paretzky is a Registered Representative with Cetera Financial Specialists and one of our team's Financial Advisors.
As an integrated tax and financial services firm, we help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals. We focus on the three Cornerstones and tailor our guidance to you and your family's unique financial needs.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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