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 |