Our services: Employee Benefits. Business Insurance. Business Succession & Continuation. Executive Wealth Accumulation & Preservation.
Barry V Goldstein & Associates, LLC partners with business owners to provide customized business financial planning. We help our clients provide the employee benefit programs and business insurance coverages that they require, while assisting them in the design of customized programs that enable the business owner to maximize the long-term benefits of owning a business.
Due to the proliferation in the number of legal mandates that you must respond to, and the continuing increase in the complexity of the financial world, the demands on your time and attention have increased significantly. More often than not, this lack of time leads you to forgo focusing on the true value of business ownership - how your business can be used to satisfy your own personal financial needs. For instance, we can help you build and preserve personal wealth while you are working, as well as help ensure to you, or your heirs, will realize the full value of your business after your retirement, disability or death, through business succession and continuation.
