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Goldhirsh & Goldhirsh


At Goldhirsh & Goldhirsh, they appreciate the hard work and sacrifices behind your success. And since your achievements did not come easily or by luck, they understand that protecting the value of your assets is critically important to you and your family. That is why no one is better qualified to make decisions regarding your financial future than you are.
 
Goldhirsh & Goldhirsh is uniquely qualified to provide creative solutions and customized financial advice in the areas of estate and wealth transfer planning, business transfer planning, and investment portfolio design. They work with a select number of qualified clients, like you, each year to help ensure that you receive not only comprehensive financial analysis, but superior service.
 
The Company believes creative thinking transcends conventional planning and uncovers workable solutions tailored to your particular situation. By providing expert advice and innovative solutions they empower you with the knowledge necessary to make the best possible decisions concerning your financial future and that of your family.
 
The Company main service is to provide you an objective and comprehensive fee based financial plan. They use this proven defined process to produce a customized financial plan written specifically for the client. The process begins with the planner collecting all of the necessary data about you and your objectives. They then take that data, analyze it and produce a generic plan which has specific findings and recommendations regarding your current situation and what needs to be done for you to help achieve your goals. In addition, they will discuss the solutions that can be used to implement your plan.
 
The Company is committed to providing their clients with an extensive range of products and services, selected from the foremost insurance and investment management organizations in the United States. They offer more than 1,000 categories of investment alternatives carefully selected from hundreds of respected names in the financial services industry. With that you should feel confident that you have access to some of the best products available in the marketplace to suit your personal needs.
 
At Goldhirsh & Goldhirsh they employ a disciplined, structured approach to determine whether and to what extent life insurance can help meet your future financial needs and goals. They will educate you as to the integral role life insurance can play in helping reduce the cost of estate taxes, facilitate the transfer of a business or other assets, or provide future financial security to your family.

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