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At Goldstein Group Financial Advisors, we know that no two lives are identical, so there's no one-size-fits-all approach to successful financial planning. We specialize in learning what's important to you, helping you to think creatively about your future, and, together, building a customized plan that matches your needs.

Let our holistic approach help you create your own plan for living well—in the context of the life you've lived and the one that's ahead.

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Index Time Last Change
DJI N/A 18,502.99 107.59 Up Arrow
NASDAQ N/A 5,232.33 13.41 Up Arrow
S&P N/A 2,180.38 11.34 Up Arrow
10Yr Treasury N/A 1.58 0.01 Up Arrow
30Yr Treasury N/A 2.23 0.01 Up Arrow
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Making the Most of Life Insurance Tax Benefits: Get an overview of three key tax features available via life insurance.

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Last Updated: 08/29/16



The Financial Professionals of Goldstein Group Financial Advisors, LLC are Registered Representatives and Investment Adviser Representatives with and offer Securities and Advisory Services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations
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This communication strictly intended for individuals residing in the states of AZ,CA,CO,CT,DC,FL,GA,IL,IN,KY,MA,MI,NC,NH,NY,OH,OR,SC,TX,VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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