Berton I. Goldstein Wealth Management Services
Dedicated to our clients - Committed to their future
For more than 25 years, we have helped our clients grow their businesses, manage their taxes, and achieve financial security.
Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a coordinated approach that simplifies your life. We believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that we will offer investment guidance and support that’s tailored to your specific situation.
We are dedicated to helping you achieve your financial goals over the long term. We know that your financial situation will continue to change as your individual circumstances change.
- Helpful, easy-to-understand guidance regarding your financial situation
- Detailed interview process to understand your financial goals and current financial situation
- Guided, customized selection of the appropriate financial services
- Periodic review of your current investment needs
- Consideration of your evolving needs due to life changes
- birth of a child
- paying for college
- change of employment
- Planning for your secure future
- Planning for the future of your loved ones
- Planning and coverage for expected and unexpected life events
- Allowing you to feel confident about your financial future
Please do yourself a favor and call us or fill out our contact form to receive a complimentary consultation.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Should I Buy or Lease an Auto?
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What’s the deal with your yearly free credit report?
Do your insurance needs stay the same when the nest empties?
Understanding the types of extended care services—and what those services could cost—may be critical.
Learn a little about worldwide currency in this fun infographic
Do you have an estate strategy? You should.
There’s a link between debt and stress.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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Savvy investors take the time to separate emotion from fact.
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