Allan Goldstein
Goldstein Financial Group LLC, based in Deerfield, IL, has partnered with Capital Strategies Group, a member firm of M Financial Group located in Birmingham, Alabama. This collaboration focuses on the preservation of private capital through the integrated management of life insurance, investment management, and proactive estate planning.
By leveraging life insurance as a strategic hedge, Goldstein Financial Group aims to enhance portfolio diversification and facilitate successful wealth transfer for its clients. The firm emphasizes the importance of comprehensive financial strategies tailored to meet the unique needs of both private and business clients.
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