Our Practice

Marc Goldstein Associates is a full service financial services, employee benefits and consultative organization in New York City. We follow a holistic, comprehensive and integrated lifestyle and legacy planning approach to link every financial decision and strategy to our client's needs and/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