Photo Credit: courtesy
Doug Goldstein

Douglas Goldstein, CFP® and director of Profile Investment Services Ltd., explains where investors should look for personalized financial advice. Who is managing your money and giving you financial advice? How do you know you’re asking for advice from the right advisors?

Download the free resource “Is the Right Company Managing Your Money?” if you want to learn more about how to do due diligence on your investment advisors. The download is available on the show notes from today’s episode on the Goldstein on Gelt website.

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Make sure that you get advice that is personalized to your current situation.

Recently received an inheritance in the United States?

What should you do with your inheritance? How do you know what your next move is? Receiving an inheritance can be complicated especially if you receive a U.S. inheritance and are living in Israel. But it doesn’t have to be. The Inheritance Book was written for every Israeli citizen that recently received an inheritance.

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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 doug@profile-financial.com