Who are we?
In today’s complex world marked by interdependent markets, global interests, and changing tax requirements, it can be difficult to have confidence and peace of mind when it comes to your financial life. Goldstein Financial Services practice understands this and the unique challenges you face in managing your wealth and planning for the future. The professionals in our practice offer the judgment, experience and capability required to help you achieve your goals now and for future generations.
We listen to you, learn your goals and then create your plan using Steve Goldstein’s time-tested philosophies to help you get there.
Mr. Goldstein leads the investment efforts for GoldStein Financial Services. GoldStein Financial Services is focused on pursuing and securing the best investment managers and firms to meet our client's objectives. The basis of manager search, due diligence and implementation is done through a quantitative and qualitative process.
Deborah McDonald has been providing exemplary financial services throughout the U.S. with her innovative pre- and post-retirement and estate planning solutions for more than 40 years. Deborah specializes in working closely with her clients to create personalized, sound estate and retirement plans.
Roger has more than 25 years of public accounting experience in accounting and auditing, and serves local government and special districts, not-for-profit organizations, construction businesses, and a variety of privately held commercial enterprises. In addition, Roger coordinates a variety of consulting engagements.
Testimonials
My husband and I loved working with Deborah and would recommend her to all who are interested in solid advice from a smart, candid, financial professional. We met with Deborah in our home (which was such a bonus) to create an investment plan for our retirement as well as education goals for our triplet boys. With Deborah's help, I feel so much more in control and educated on our financial future. Thank you Deborah!
Kristi Clement - Life Coach
We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. May you prosper, along with your clients.
John B.