Goldstein Financial Group, LLC

InsuranceIllinois, United States0-1 Employees

With more than four decades of experience and a tradition of highly personalized service, Goldstein Financial Group, LLC (GFG) utilizes a proprietary process that includes a thorough review of the high‐end life insurance market, advanced medical and financial underwriting and analytical reporting to serve families, family offices and successful business owners. We strive to: 1. Educate our clients and their advisors to fully understand current life insurance issues; 2. Identify both weaknesses and strengths in current insurance portfolios as well as new opportunities available from industry offerings; and, 3. Recommend improvements to client portfolios that work to minimize risk and maximize performance. Working closely with our client’s team of advisors, we combine the extensive capabilities of our professional staff, advanced medical and financial underwriting, close relationships with elite national industry resources and a systematic proprietary reporting process to achieve maximum long‐term value. GFG is an independent Member Firm of M Financial Group, a relationship that provides our clients and advisors with access to the scale, resources and expertise of a national network of leading financial services firms, while giving us the independence to operate with the care and commitment of a small, dedicated team. Social Media Disclosure: http://goldsteinfinancial.com/social-media-disclosure

Sign up for free to view info

Email Format Employee directory