Leslie Goldstein
A Proven Track Record with Securities America
Park Ridge United States (Illinois)
Professional Status
Employed
Available
About Me
Leslie “Les” Goldstein is a Securities America, Inc.-licensed provider of tailored wealth management solutions that encompass a full range of asset allocation approaches. Leading Personal Financial Strategies, Inc., Leslie “Les” Goldstein and his team emphasize well-rounded analyses of clients’ present financial situations, with a focus on identifying elements missing from current plans.
With an estate planning attorney, CPA, and Medicare specialist on board, Mr. Goldstein’s firm offers Chicagoland clients personal retirement action plans (P-RAP) that bring focus to the specifics of optimizing allocation strategies. Avenues detailed in the P-RAP include eliminating hidden mutual fund and tax cost burdens and converting savings plans to Roth IRAs. The firm also excels in ensuring that long-term care coverage is in place and develops approaches to charitable giving that conserve and expand wealth.
Mr. Goldstein also has in-depth knowledge of the risks of will-based planning and the benefits of living trusts-based planning, and is able to help clients navigate challenging family situations. A particular focus is on ensuring that intended beneficiaries can seamlessly receive the assets and funds that they are entitled to, minimizing the impact of probate and minimizing the time it takes to transfer assets to the properly-named beneficiaries.
With an estate planning attorney, CPA, and Medicare specialist on board, Mr. Goldstein’s firm offers Chicagoland clients personal retirement action plans (P-RAP) that bring focus to the specifics of optimizing allocation strategies. Avenues detailed in the P-RAP include eliminating hidden mutual fund and tax cost burdens and converting savings plans to Roth IRAs. The firm also excels in ensuring that long-term care coverage is in place and develops approaches to charitable giving that conserve and expand wealth.
Mr. Goldstein also has in-depth knowledge of the risks of will-based planning and the benefits of living trusts-based planning, and is able to help clients navigate challenging family situations. A particular focus is on ensuring that intended beneficiaries can seamlessly receive the assets and funds that they are entitled to, minimizing the impact of probate and minimizing the time it takes to transfer assets to the properly-named beneficiaries.
