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How We Help

Marc Goldstein Associates is a full-service financial, employee benefits, and consultative organization in New York City. We follow a holistic, comprehensive, integrated lifestyle and legacy planning approach in order to link every financial decision and strategy to our client's needs and goals throughout all of their life stages.

We are committed to maintaining a high standard of integrity and professionalism in our relationship with our clients. We follow the endeavor to provide the knowledge and strategies to allow our clients to understand their financial situation in order to achieve their personal and professional goals.

Business Planning

Employee Benefit Plans
Retirement Plans
Buy Sell Strategies
Business Continuation Planning
Salary Continuation
Deferred Compensation Plans
Deferred Compensation Alternatives
Executive Benefit Planning
Section 162 Plans
Executive Bonus Plans
Key Person Plans
Disability Planning
Exit Planning Strategies

Employee Benefits

Major Medical Insurance
Dental Insurance
Long Term Disability Insurance
Group Life Insurance

Vision Insurance
Critical Illness Insurance
Pension Plans  

Personal Planning

Personal Financial Needs Analysis
Retirement Planning
Investment Products and Services
Tax Management Strategies
Life Insurance/Annuities
College Funding
Disability Income Insurance
Medical Insurance
Asset Allocation Review
Estate Planning
Wealth Transfer Strategies
Income Strategies
Long Term Care Insurance
Investment Products & Services
Mutual Funds
IRAs, Roth IRAs
529 College Funds

Estate Planning

Conservation of Assets
Estate Planning
Methods to Reduce Income Taxes
Charitable Gifting Options
Family Limited Partnership
Business Succession

Now that you have seen the types of services we can help you with, learn more about how we conduct our investment planning services.

Learn more