Our Practice
Marc Goldstein Associates is a full service financial services, employee benefits and consultative organization in New York City. We follow a holistic and fully personalized planning approach to link every financial decision and strategy to our client's needs or goals throughout all of their life stages.
| Business Planning: | Personal Planning: |
| Employee Benefit Plans | Personal Financial Needs Analysis |
| Retirement Plans | Retirement Planning |
| Buy Sell Strategies | Investment Products and Services |
| Business Continuation Planning | Tax Management Strategies |
| Salary Continuation | Life Insurance/Annuities |
| Deferred Compensation Plans | College Funding |
| Deferred Compensation Alternatives | Disability Income Insurance |
| Executive Benefit Planning | Medical Insurance |
| Section 162 Plans | Asset Allocation Review |
| Executive Bonus Plans | Estate Planning |
| Key Person Plans | Wealth Transfer Strategies |
| Disability Planning | Income Strategies |
| Exit Planning Strategies | Long Term Care Insurance |
| Estate Planning: | Investment Products & Services |
| Conservation of Assets | Mutual Funds |
| Estate Planning | IRAs, Roth IRAs |
| Methods to Reduce Income Taxes | 529 College Funds |
| Charitable Gifting Options | Managed Investment Accounts |
| Family Limited Partnership | |
| Business Succession | |
| Employee Benefits: |
| Major Medical Insurance |
| Dental Insurance |
| Long Term Disability Insurance |
| Group Life Insurance |
| Vision Insurance |
| Critical Illness Insurance |
| Pension Plans |