Our Practice

How We Work

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

Business Continuation Planning

Salary Continuation

Deferred Compensation Plans

Deferred Compensation Alternatives

Executive Benefit Plannin

Section 162 Plans

Executive Bonus Plans

Key Person Plans

Disability Planning

Exit Planning Strategies

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 Strategie

Income Strategies

Long Term Care Insurance

Estate Planning

Conservation of Assets

Estate Planning

Methods to Reduce Income Taxes

Charitable Gifting Options

Family Limited Partnership

Business Succession

Investment Products & Services

Mutual Funds

IRAs, Roth IRAs

529 College Funds

Managed Investment Accounts

Employee Benefits

Major Medical Insurance

Dental Insurance

Long Term Disability Insurance

Group Life Insurance

Vision Insurance

Critical Illness Insurance

Pension Plans

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mgoldstein@mgoldsteinassoc.com | (212) 989-5700