With more than four decades of experience and a tradition of highly personalized service, Goldstein Financial Group, LLC (GFG) utilizes a proprietary process that includes a thorough review of the high‐end life insurance market, advanced medical and financial underwriting and analytical reporting to serve families, family offices and successful business owners. We strive to: 1. Educate our clients and their advisors to fully understand current life insurance issues; 2. Identify both weaknesses and strengths in current insurance portfolios as well as new opportunities available from industry offerings; and, 3. Recommend improvements to client portfolios that work to minimize risk and maximize performance. Working closely with our client’s team of advisors, we combine the extensive capabilities of our professional staff, advanced medical and financial underwriting, close relationships with elite national industry resources and a systematic proprietary reporting process to achieve maximum long‐term value. Securities Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Goldstein Financial Group, LLC is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative or future performance or success.