Goldstar Investment & Insurance Services

I have been helping business owners since 2004.

Specifically for people in the construction industry, I help them transition from their ownership / working years into retirement.

Most people are great at growing their business & assets, but they have no plan on how to convert those assets into income. As a Retirement Income Certified Professional (RICP), I help people get off the default path (of living off interest & earnings) and receive significantly more income with less risk.

I can accomplish this WITHOUT the need to switch from your current advisors! I become another member of your team.

The earlier you plan for this, the easier it is.

Please watch this video to learn a little more. https://vimeo.com/294809232/e149fa9650

As a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Retirement Income Certified Professional (RICP), with a Masters in Accounting, I am able to give advice in all areas of financial planning - 401k, pensions, buy / sell, insurance, succession & retirement planning etc.

Let's schedule a 15 minute call https://calendly.com/isaacgoldsmith/15min to see if you are a good fit for my services.