Registered Investment Advisors

CONNECT

Address:

15760 Ventura Blvd., Suite 1520
Encino, CA 91436

Phone:

818-995-3500

Fax/Other:

818-995-8508

Our Services

Goodstein Wealth Management LLC delivers financial planning assistance in the following areas:

     Comrehensive Financial Planning

Goal setting, budgeting, and saving

Risk management, and insurance planning

Tax planning

Retirement planning

Estate planning

Investment management

Goal Planning such as 1st time home buyers

 

Services for business owners include: 

     Pro-active tax reduction planning

     Employee compensation and retention planning

     Property and casualty insurance review

     Key man disability and life insurance Review

    Qualified retirement plans

     401(k) and other portfolio management

   Succession planning

                       We do not sell Insurance

Services especially for executives and other highly-compensated employees:

   Compensation package review

  Stock option analysis

 

Services especially for retirees:

        Income planning

    Social Security planning

    IRA distribution planning

    Retirement income portfolios

    Medicare supplement health insurance

    Long-term care insurance Planning

    Estate planning

  Investment Management

  Investment Analysis

 

 

Investment vehicles employed include:

    Individual common and preferred stocks

   Individual municipal and corporate bonds

     Mutual funds (open and closed end)

    Real estate investment trusts (REITs)

    Real estate

  ETF's (Exchange Traded Funds)

  Index funds

 

 

Basically, we help our clients solve their financial planning problems.  Alan is always available to answer their questions, no matter how “silly” or sophisticated.  Frequently asked questions include:   

  Am I doing the right thing about ________?

  I'm getting married.  What financial steps should I take?

We're having a child.  How can we avoid making financial mistakes now that will affect him or her later?

Can we afford to buy a home?  Or buy a bigger home? 

Will my family be OK if something happens to me?

Do we have enough insurance?  Too much?  The right kind?

 How should I invest the money in my 401K?

 I'm thinking about going into business, but I'm not sure if I have enough capital to do so successfully.  Can you help me figure this out?

This economy scares me.  How can I avoid losing what I've worked so hard to build up?

 How can I use the economic downturn to my advantage?

 I'm paying too much in taxes.  How can I reduce my tax bill for the future?

 How do I start a retirement plan for my business?  Which kind of plan would be best for my company?

 When will I have enough money set aside to retire?

  I've heard about Roth IRA conversion.  Is this something I should do?

  Now that I'm retired, how much can I take out of my savings to live on each year without running out of money later?

  I want my Kids or grandkids to go to college.  What's the best way to give money to them?

 I don't have time to Manage my investments,can you do it for me.

 

Our response to all of these questions is, “Yes, of course we can help you with that.”    once we do begin a service relationship, we do whatever the client actually needs, whatever that may be, as long as it relates to their money supporting their having the lives that they desire.

For a free initial consultation regarding any aspect of your financial affairs or concerns, please call us at 818-995-3500.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck