Brian J. Goldstein, CLU®, ChFC®, LUTCF®

Brian J. Goldstein, CLU®, ChFC®, LUTCF®

Financial Service Executive

Brian J. Goldstein, CLU®, ChFC®, LUTCF® began his financial service career a few months prior to graduating from the University of Arizona.

Since early 1991, Brian has proven himself to be accomplished in the financial service industry and has also built an enviable financial service practice.  Brian holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and the Life Underwriting Training Consultant Fellow (LUTCF®) designations. He specializes in assisting clients in all lines of business, auto & home, life, annuities and health coverage.  Additionally, having worked for MetLife from 1991 to 2016, he is a specialist in all their products. 

Brian is actively involved in community and charitable organizations.  In 1998 he earned the MetLife Award for Volunteerism for his commitment as the Catalina Council Chapter Chairman of the National Eagle Scout Association.  He currently volunteers as the Committee Chairman for Troop and Crew 216 and is the Chartered Organizational Representative for Pack 295.  He also volunteered and coached CDO Little League and was a long-time board member for the Southern Arizona Junior Golf Association.  He is a Past Governor for the Arizona Optimist and is presently the President of the Tucson Optimist Club. Having spent over 25 years with MetLife Brian also served as the President of the Arizona MetLife Veteran's Association.

Brian's wife Pamela and sons Jason and Kevin assist in the business.

Brian works closely with his clientele and is committed to building long-term relationships.  He will work to help you define your personal financial goals, develop a financial strategy, allocate your assets based on your own tolerance for risk and time frame.  He will help you implement your strategy and will monitor and adjust your portfolio based on any of life's changes that may alter your course.

Brian's Mission Statement and Commitment to You:

My goal is to help you make informed decisions about issues that affect your financial well-being so that we can help you achieve financial freedom.  I will work closely with you and your own advisors, such as your attorney or accountant, with one set of goals in mind-yours.

I can also help you achieve these goals:

Asset Protection.  We all work hard for our money, and protecting our assets – both the tangible (a home protected from fire) and non-tangible – (tax and inflation erosion or litigation) is important to a sound financial strategy.  After all, you've built your nest egg – you should do all you can to keep it.

Asset Allocation.  How your money is invested should reflect who you are – how you feel toward risk and customizing your portfolio to complement these factors, you may achieve not only your financial goals, but peace of mind, as well.

Retirement income goals.  We've all heard the statistics.  People are living longer and are enjoying retirement for many more years than ever before.  Making sure those years are enjoyable is a goal of many.  Helping to ensure not to outlive an income is a common financial goal.

Protecting your survivors.  In addition to preserving your estate from Federal estate taxes, you may also be concerned about those who are dependent on you.  There are solutions to this need.  Continuing the protection of your survivors can be achieved with proper strategy.

Wealth accumulation.  Accumulating assets, and doing so in the most effective matter for growth while minimizing taxes, is a financial goal of many individuals.

Preserving estates from substantial Federal estate taxation.  Some estates are subject to excessive federal estate taxation.  Sometimes the tax bite can be up to 55% and sometimes, that bite could be more.  There are ways you can preserve most of your estate for your heirs – not Uncle Sam. *

Tax reduction strategies.  Taxes, it seems, are measures that can help lessen your tax burden.  For instance, tax deferred or tax exempt investments that will help keep more money in your portfolio and less in the hands of the government. *

Higher education goals for your children.  For many parents, a child's future is the utmost importance.  Beginning to fund higher education sooner than later – and doing it with the right tools and investments – can help make all the difference in the world.

Business continuation and preservation.  For business owners, partners, and majority stock holders, what happens to a business as the result of the retirement, disability, or death of a key employee, owner, or partner can mean the business healthily continues or that the business is subject to hard times or, in the worst cases, a distressed sale or closure.  Helping to protect a business with effective solutions now can mean a continued future.

Phone 520.575.2703
Fax 520.575.5801
Mobile Phone 520.444.4858