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Michelle, an accomplished financial
planner, chose a career in financial planning when a professor in
graduate school described the profession as “a marriage of ministry
and finance”. She cut her teeth as a trust administrator at
JPMorgan Chase and then started her own financial planning firm
(Goldstein Financial Future) in 2003.
Goldstein Financial Future
specializes in:
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Cash Flow Planning: Budgeting, Debt
Reduction, College Planning
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Estate Planning: Will and
Beneficiary Designation Reviews, Estate Tax Liability Analysis
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Investments: Asset Allocation
and Risk Analysis
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Employee Benefits/Retirement
Planning: Cash Flow in Retirement,
401(k) and IRA investing
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Risk Management: Llife Insurance
Reviews, Long Term Care Analysis
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Tax Planning: Tax Liability Reductions,
Tax Law Education
Michelle
received her MBA in Finance from The University of Texas at
Arlington and her BS in Psychology from Washington University.
Michelle is actively involved in the activities of National
Association of Personal Financial Advisors (NAPFA), sings in a local
chorus, and is a Rotarian.
Contact Michelle:
#6 Brigade
Court
Dallas, Texas 75225
214.695.9251
goldsteinfuture@aol.com
Download
Michelle Goldstein's Resume (PDF format) |
