More About Lawrence Goldstein

Larry and his team at Meridian have been designing strategies to help his clients preserve, protect, and pass on their wealth for over 15 years. He specializes in retirement income planning for clients who want to ensure they do not have more risk in their retirement portfolios than they are comfortable with. Many of these people are close to retirement age, but their financial portfolios are NOT ready for a retirement that could last 25-30 years! Larry Goldstein is committed to designing, implementing, and regularly reviewing every aspect of his clients' plans. Each portfolio is actively managed to meet client needs and objectives. Larry works closely with accountants and estate planning attorneys to ensure his plans are designed in the most tax-efficient ways, to ensure taxes are minimized and legacy is maximized. He works diligently to help people protect their assets from market downturns and create lifetime income that people are ensured to never outlive! This has been Larry's passion. He has been quoted and interviewed on numerous media outlets, including Kiplinger's, Yahoo Finance, Fox News, Reuters, CBS, and the Miami Herald, educating people that the "status quo" of retirement planning has major flaws and no one should be subject to, or experience, another severe market downturn as we saw in the financial crisis of 2008-2009! Larry feels so rewarded to enable his clients to implement plans to protect assets they have taken a lifetime to accumulate. His "Retirement Readiness" financial process helps his clients manage risk and generate secure income from their 401(k)s, IRAs, and savings. He graduated from American University in Washington D.C with a degree in finance. He lives in Boca Raton, Florida with his 22-year-old twins and enjoys boating and bike riding. Fla. Dept. of Financial Services license P219836