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  • "Thank you so much for what you do, you're a blessing."
    2017-11-22T11:17:57+00:00
    "Thank you so much for what you do, you're a blessing."

    "Bob took really good care of me. I found myself a widow overnight and he really walked me through the process of making sure my daughter and myself were properly taken care of... Will always be grateful."
    5.0
    2014-02-18T12:21:56+00:00
    "Bob took really good care of me. I found myself a widow overnight and he really walked me through the process of making sure my daughter and myself were properly taken care of... Will always be grateful."

    "I feel like everyone needs an attorney to assist with VA benefits because you can answer the questions wrong or complete the wrong form. Having Mr. Goldberg and his staff has saved me a lot of worry."
    4.0
    2014-02-28T12:01:54+00:00
    "I feel like everyone needs an attorney to assist with VA benefits because you can answer the questions wrong or complete the wrong form. Having Mr. Goldberg and his staff has saved me a lot of worry."

    "Thank you very much for all your concern. Bob, I wish I went with you in the beginning as my lawyer. You and your staff have been wonderful."
    5.0
    2014-02-28T13:09:43+00:00
    "Thank you very much for all your concern. Bob, I wish I went with you in the beginning as my lawyer. You and your staff have been wonderful."

    "Thank you for all you have done over the years. You assisted in planning for my parents' assets during their aging. You assisted with my dad's ability to be in a private room in the nursing home. You assisted with life insurance issues after his passing and you helped with pushing the cemetery to keep my dad's resting place well maintained. Since I am out of state, your service has been a refuge. Thank You!"
    5.0
    2014-03-07T10:57:08+00:00
    "Thank you for all you have done over the years. You assisted in planning for my parents' assets during their aging. You assisted with my dad's ability to be in a private room in the nursing home. You assisted with life insurance issues after his passing and you helped with pushing the cemetery to keep my dad's resting place well maintained. Since I am out of state, your service has been a refuge. Thank You!"
    3.0
    5
  • WHAT DOES YOUR FAMILY NEED?

    Every family is unique, with very specific planning needs. However, over the years, we have seen that a few generalizations can be made. At the most basic level, all families are concerned with bringing order to their affairs and passing their goals and values on to future generations.

    Families of modest means need to provide for long-term care as well as address their physical and financial concerns. Middle-class families need to protect their hard-earned assets, use the tax laws to maximum advantage and ensure an inheritance for loved ones. Affluent families must address all of these same issues, as well as plan for their enduring legacy, together with the responsibilities they wish to pass on to family members.

    At Robert M. Goldberg & Associates, we understand that trying to plan for your future and that of the people you love can be intimidating. We strive to make the planning process as stress-free as possible. This is why we have developed a system called the “Four Levels of Planning.” It can help you better understand the different types of tools available to help you reach your goals, as well as what these services might cost.

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