Edward C. Goldstein, CFP, President
One Greentree Centre, Suite 201
10,000 Lincoln Drive East
Marlton, NJ 08053
Phone: 856-988-5480
egoldstein@flplanning.net

Click for the BBB Business Review of this Financial Planning Consultants in Marlton NJ

Retirement Planning

Life, Disability and LTC Insurance

When Whole Life Insurance may be the Best Option

For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents of each method are adamant in their positions and both offer sound reasoning in their answers.  But, for anyone to tell you which is best for you without knowing anything about you is tantamount to someone tel

How to Keep Your Life Insurance Costs Down

With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll see.  Still, in these cash-strapped times, curbing all costs and expenses is a priority for most people, and buying life insurance is no different.

Using Life Insurance to Maximize Pension Options

One of the most fundamental tenets of financial planning we faithfully apply in our work with our clients is to Plan for the Expected, and Prepare for the Unexpected. Our many years in practice have provided us with continuous reminders that life-unexpected happens with the potential to derail the best laid plans for the expected.

Helpful Life Insurance Advice You Can Use

Few consumer products are the object of a love/hate relationship as life insurance.  The thought of buying life insurance is not something that most physicians relish, yet, if it is done right, it can provide the greatest peace-of-mind a person can have. The key is to do it right.

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  • Recognized 7x as a Top Philadelphia Area "Five Star Wealth Manager" in Philadelphia Magazine (2016, 2015, 2014, 2012, 2011, 2010 and 2009)
  • Recognized 5x as a "Select Wealth Manager" in New  Jersey Monthly (2017, 2016, 2015, 2014, 2013)

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