Financial and Tax Strategies, LLC Tel: 314-991-9005 4 Eagle Center, Suite 3, Upper Level, O'Fallon, IL 62269 Fax: 314-989-0262
One of our top priorities is to protect clients assets. The goal is to help people become millionaires! You tell us how many millions YOU want! Most of our clients are age 50+ and many are nearly or already retired. Our holistic planning process helps in all the following phases of financial planning:
Financial
Advisory
Tax Planning
Investment Management
Insurance
Planning
Income for Retirement Planning
Social Security and Medicare Planning
College Financial
Aid Planning
As an experienced Money Advisor for Successful Individuals, Families & Business Owners in the Metro St. Louis (MO & IL) & St. Petersburg (FL) communities the holistic style of the Goldberg Team includes, securities and insurance professionals, a CPA, an Estate Planning Attorney, and an MBA/CFP, among others. The Goldberg Team goal is to help people "Retire Younger, Richer & With Less Anxiety" using wisdom, unique & personalized strategies for protection and growth, and by building lasting, meaningful relationships based on candor, trust, integrity and superior client service!