Photo Credit: courtesy

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Linda P. Jones, financial mentor, sit down to discuss to create wealth. They discuss the specific challenges women might face and how they can overcome them. Linda explains what financial freedom is and how women can build their own wealth and do it confidently.

One important step in achieving financial freedom is finding a financial advisor you can trust. Listen to learn the questions you should ask at your first meeting…and learn about some potential pitfalls if you and your financial advisor aren’t on the same page.

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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. Doug’s newest book, co-authored with Susan Polgar, about using chess strategies to improve your finances, Rich As A King can be purchased at www.richasaking.com. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com
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