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Could Your Financial Future Be On The Ballot?

From changes in tax laws that could affect retirement accounts, shifts in health care policy impacting the costs of future care and broad economic changes that could influence the performance of the stock market, presidential elections inevitably bring about change and uncertainty.  This guide explores:

  • The impact of presidential elections on the stock market
  • How campaign promises could potentially affect your finances
  • How the years preceding elections can maybe provide some clues about their potential impact

We offer services in these areas:

At Goldberg Retirement Solutions, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Grow

Retirement Income Strategies

Grow

Wealth Management

Grow

Annuities

Grow

Investments

Grow

IRA/401(k) Rollovers

Preserve

Asset Protection Strategies

Preserve

Life Insurance

Preserve

Tax-Efficient Strategies

Preserve

Long-Term Care Strategies

Give

IRA Legacy Planning

All investments are subject to risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 

Our Mission

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“Our mission is to provide investment advice that empowers our clients to make more informed decisions in their financial planning. Our process begins and ends with your experience in mind, and we strive to meet or exceed your investment objectives every day.”

Andrew Goldberg, J.D., LUTCF®, Financial Advisor
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For more information about any of our products and services, schedule a meeting today.

Or Give Us a Call At

561.324.3826