Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., explains how different financial advisors create retirement strategies. Retirement planning is not “one size fits all” and must be customized specifically for an individual investor. However, every financial advisor creates retirement plans that reflect their worldview and client experience. What does your retirement plan look like?

Recently The Goldstein on Gelt Show recently hosted a free webinar titled How to Invest in Bonds for Safety and Income. A recording of the webinar is available for a limited time only. To get access, send Doug an email at [email protected].


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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. 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 [email protected]