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At Goldstein Group Financial Advisors, we know that no two lives are identical, so there's no one-size-fits-all approach to successful financial planning. We specialize in learning what's important to you, helping you to think creatively about your future, and, together, building a customized plan that matches your needs. 

Let our holistic approach help you create your own plan for living well—in the context of the life you've lived and the one that's ahead. 

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Year-End Financial Planning Checklist

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The Financial Professionals of Goldstein Group Financial Advisors, LLC, are Registered Representatives and Investment Adviser Representatives with and offer Securities and Advisory Services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,624 Indianapolis wealth managers were considered for the award; 413 (26 percent of candidates) were named 2013 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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Five-Star-Award-2013-Multi-Year

Named a Five Star Professional
Wealth Manager for 5 years