Who We Are
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Larry Goldstein has been privileged to work with over 1,000 individuals and families throughout South Florida over the past 10-plus years. Many of these people were close to retirement age, but their financial portfolios were NOT ready for a retirement that could last 25 to 30 years. Larry has worked diligently to help people protect their assets from market downturns and create a lifetime income stream that they will not outlive. This work is Larry’s passion.
Larry has been quoted and interviewed on numerous media outlets, educating people that the “status quo” of retirement readiness has major flaws and they need to make sure not to subject themselves to the risks associated with severe market downturns, such as the one we saw in 2008 and 2009.
Larry graduated from American University in Washington, D.C.
As an independent advisor, Larry reveres his fiduciary responsibility to legally uphold the best interests of his clients. For Larry, this responsibility is at the forefront of everything he does for his customers. For example, he refuses to recommend any products to his clients that he wouldn’t purchase for himself or his family.
As a retirement income planner, Larry approaches everything from an asset protection perspective, designing income plans for people that allow them to rest assured they won’t run out of money in their lifetimes. He provides Retirement Road Map Reviews so that his clients know what to expect from his services ahead of time when it comes to their quarterly and annual reviews.
Through his partnership with economics professor Dr. Laurence Kotlikoff, broadly considered within the retirement industry to be America’s foremost authority on Social Security, Larry is able to offer expertise to people on their Social Security options that they will not hear elsewhere. He feels rewarded to help his clients find income they didn’t know they had by maximizing their Social Security, as well as income streams from 401(k)s, IRAs and other savings instruments. Larry also offers a wealth of experience in working with people over 60 for their elder care and long-term care issues.
Larry Goldstein resides in Boca Raton, Florida, with his 18-year-old twins. He enjoys boating on Florida’s coastal waters and working with handicapped children through organizations such as Equine-Assisted Therapies of South Florida, which helps special needs children by introducing them to horses and various therapies associated with horses.
You can reach Larry Goldstein at 561-820-4890.
Lori Hamilton has been part of the Financial Services industry for 20-plus years, working along with Financial Advisors, Investment Bankers, and Financial Planners. She has extensive experience in client relationship management, content and digital marketing, seminar/events management and human resources within the financial industry. She holds a B.S. in Human Resource Management from Chestnut Hill College, Philadelphia PA. In addition, she holds a Paralegal Certification from Main Line Paralegal Institute, Wayne PA and a Certification from the Wharton School of Business in Strategic Decision Making, Philadelphia PA