• D. Waits

    I will forever be grateful for you & your staff for all your kindness throughout the past 5 years. I…
    5.0
    2014-02-18T06:20:13+00:00
    I will forever be grateful for you & your staff for all your kindness throughout the past 5 years. I have recommended you & your staff many times!

    K. Madden

    Just wanted to let you know that I closed on my parents’ house on Friday and all went smoothly. Thank…
    5.0
    2015-09-08T10:06:51+00:00
    Just wanted to let you know that I closed on my parents’ house on Friday and all went smoothly. Thank you so much for all the work you put into making this happen in a very timely manner. I am grateful for your help through this maze of crazy paperwork!

    B. Andersen

    Thanks for everything you have done and continue to do.  Dennis and I had a conversation recently and talked about…
    5.0
    2015-08-25T13:09:58+00:00
    Thanks for everything you have done and continue to do.  Dennis and I had a conversation recently and talked about the efficiency and great service that we have received from you and everyone at your office.  Your customer service is outstanding. We truly appreciate it!!

    C. Rivers

    I can never repay you for your kindness and generous acts; for the service of you and your firm, for…
    5.0
    2015-02-26T10:36:27+00:00
    I can never repay you for your kindness and generous acts; for the service of you and your firm, for helping me and my mother, for going above and beyond in handling the affairs of my mom… I consider it a great privilege to be counted as one of your many friends besides being there View Full →

    E. Harrison

    Thank you so much Stephanie. You, along with Bob and the others there, have been so helpful to us in…
    5.0
    2015-02-16T11:01:27+00:00
    Thank you so much Stephanie. You, along with Bob and the others there, have been so helpful to us in our journey. You all have been so patient and prompt in answering and addressing all of our needs, questions and concerns. Please express our heartfelt thanks to everyone there.
    5.0
    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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