Unlock Your Financial Future: Empowering Your Success with Personalized Expertise
We are a financial services firm based in Michigan that serves clients all across the United States. We truly believe in educating retirees and pre-retirees about the importance of proper retirement income planning.
Daniel Goldstone, backed by a formidable team of experts, shares his extensive knowledge and years of experience with each of his clients. Through financial education, he empowers individuals to make informed financial decisions.
This team’s collective expertise spans various aspects of finance, including investment strategies, risk management, and tax planning. Together, they work diligently to deliver comprehensive and personalized solutions that cater to the unique needs and goals of each client.
Their unwavering dedication to excellence and client satisfaction sets them apart in the industry.
Meet Daniel J. Goldstone
Daniel J. Goldstone
Daniel J. Goldstone has been a financial planner for over 40 years.
Mr. Goldstone received his Bachelors Degree in Economics from Oakland University. Mr. Goldstone is a Certified Financial Fiduciary which means he agrees to abide by the code of conduct and the fiduciary pledge of Good faith, care and loyalty to our clients best interest.
He has also attended the Tax institute at Purdue University. He believes in the safe money concept and that retirement should be stress free and how not to outlive your money.
One of his proudest achievement in life is how he cured his own cancer with holistic medicine and published a book that has helped people Globally.
He has raised two children, one is a MD Physician in internal medicine.
Why choose the goldstone agency
Whether you are a pre-retiree or are currently retired, protecting your lifestyle and your retirement savings is very important. It’s never too late to start implementing financial strategies and solutions to make sure you live a long and sustainable retirement.
Expert Guidance
Navigate your financial journey with confidence: expert guidance tailored to your financial success and retirement goals.
fiduciary
Experience the assurance of a fiduciary financial advisor, prioritizing your best interests for transparent and trustworthy financial guidance.
personalization
Unlock your financial potential with a personalized financial plan, meticulously designed to align with your unique goals and aspirations.
Meet Our Team
Each member of our professionalteam is creative and passionate about his or her job. We are proud of our amicable, professional and always developing team.
Daniel J. Goldstone
James Tucker
Mary Robertson
Michael Day
Testimonials
Daniel J. Goldstone
Daniel J. Goldstone has been a financial planner for over 40 years. He received his Bachelors Degree in Economics from Oakland University. Mr. Goldstone is a Certified Financial Fiduciary which means he agrees to abide by the code of conduct and the fiduciary pledge of Good faith, care and loyalty to our clients best interest. He has also attended the Tax institute at Purdue University. He believes in the safe money concept and that retirement should be stress free and how not to outlive your money. One of his proudest achievement in life is how he cured his own cancer with holistic medicine and published a book that has helped people Globally. He has raised two children, one is a MD Physician in internal medicine. Without further a due I give you Daniel Goldstone
James Tucker
Mary Robertson
Michael Day