Meridian Retirement Solutions

Larry Goldstein helped us to determine how we can retire and make our funds last both our lifetimes and leave a legacy to our children. Thank you for your assistance and creative planning.

First let me say that I am very fiscally conservative and skeptical of trusting any financial advisor. I am self-employed doctor and looking to retire in 4-5 years. I have retirement savings and Larry put together a complete income plan that will allow me to retire in 2 years with a secure income from a variety of investments. He also was able to point point out tax advantages that will save me a ton of money. I would highly and without reservation recommend Larry for your retirement and investment needs.

I normally do not write reviews but I thought I must in this instance. I met Larry goldstein at one of his seminars My wife and I were still working and thought we have to work another 3/5 years.We were very skeptical at first but once we saw The comprehensive plan Larry Put together for us it was an easy decision to switch.The plan had secure income, tax savings through a Roth conversion that we had not seen from our advisor who we have been with for years. Larry has been a financial coach for us in all areas and our second opinion visit was extremely compelling that we felt we needed to make the change to let meridian handle all our finances not only an investment portfolio.We have had 3-4 financial advisers in our life and Larry has proven to be the best .

Glad to have the opportunity to write a review for Larry Goldstein and team. I wanted to move my investments to someone who could help me really plan for retirement, review how to optimize my tax efficiencies and find investment vehicles that will protect me over the long haul, including Roth IRA and others. I did quite a bit of research including attending dinners for several advisors as well as a class at the local college to make sure I understood all the issues and would make a selection that suited me, where I am in my life plan and could find someone I trusted who would watch out for my best interest via a fiduciary relationship. Larry ticked all the boxes, presented a cogent income plan that I was very comfortable with and continues to work to get me to my goals. I would recommend you meet and talk to Larry about how he can help you too.

After years with the “big boys” of the financial planning world, my wife and I formally evaluated a number of planners and hired Larry about 18 months ago. We have been completely satisfied and pleasantly surprised with the management of our assets which has allowed us to retire or not retire as we wish. Great position to be in… especially with the recent market volatility. Larry always responds in a timely manner and proactively touches base with us as needed. We’re in it for the long haul with Larry!