SECURE YOUR FINANCIAL FUTURE ToDAY
Welcome to The Goldstone Agency
We are a financial services firm based in Michigan that serves clients all across the United States. We truly believe in educating retirees and pre-retirees about the importance of proper retirement income planning.
Daniel Goldstone, backed by a formidable team of experts, shares his extensive knowledge and years of experience with each of his clients. Through financial education, he empowers individuals to make informed financial decisions.
This team’s collective expertise spans various aspects of finance, including investment strategies, risk management, and tax planning. Together, they work diligently to deliver comprehensive and personalized solutions that cater to the unique needs and goals of each client.
Their unwavering dedication to excellence and client satisfaction sets them apart in the industry.
Whether you are a pre-retiree or are currently retired, protecting your lifestyle and your retirement savings is very important. It’s never too late to start implementing financial strategies and solutions to make sure you live a long and sustainable retirement.
Safeguard beneficiaries and retirement assets from end-of-life healthcare costs and high taxation with our comprehensive insurance solutions. Protect your retirement funds effectively with our tailored offerings.
Explore options for mitigating market risk, ensuring reasonable returns and preserving retirement savings. Our secure solutions offer guaranteed returns with principal protection for a stable financial future.
PERSONAL PENSION PLAN
Numerous pre-retirees and retirees worry that their 401(k), IRA, Social Security, and savings may prove insufficient to sustain them throughout their retirement years. The Personal Pension Plan is designed to bridge this income gap for a lifetime.
WEALTH TRANSFER PLANNING
Effective Wealth Transfer is a financial strategy aimed at conserving your assets and transferring them to your beneficiaries in the most tax-efficient way possible. This approach assists your heirs in circumventing the unwelcome "Tax Time-Bomb."