Financial 411-Retirement-Insurance & Money Coach

It was extremely helpful! They dedicated their time to guide me through my alternatives and provide me with insights on what would be practical.

For several years now, I've had an exceptional experience with the Goldsmith family. Not only have they provided my family with numerous financial advices, but they have also trained my husband and me. They've now become dear friends to us and our extended family. Robert possesses several skills and vast knowledge that I still have a lot to learn from. I'm grateful to Robert for always being responsive and lending us a hand.

The amount of personal information to share is overwhelming. Although I may write in general terms, Financial 411 has been tremendously helpful in areas that I'll keep private. When I first met Robert, I was worried that I'd struggle to manage my finances. However, he treated my late husband and I with as much importance as millionaires. He addressed our every concern and need, including the ones we didn't know we had. Without his assistance, I'm not sure what I would've done after my husband's passing. Robert and Deanna called me right away to offer their support after my husband's death. For two months, I couldn't think straight because everything was so chaotic. They came to my house and went over everything that we had previously agreed on and helped me plan for the future. They were my calm in the storm and resolved the confusion in my mind. It was the most challenging period of my life. But they stood by me and supported me, even though it wasn't their responsibility to comfort me. They've never made me feel stupid for asking questions or needing help, no matter how big or small the issue. We've been clients of theirs for approximately 15 years, but my husband has been gone for nine. It wasn't even a consideration back then that anything would happen to us. I couldn't trust or trade loyalty with anyone else. My only regret is not seeking their help when I encountered a couple of problems later on. It was my fault for not following their advice entirely. I trust them with my life and recommend them to anyone who needs excellent care. I hurt some feelings among the people I worked with in our business, who are financial managers themselves, by not consulting them. But I had to do what was best for me and not worry about others. I am blessed by Financial 411 and never have to worry about making the wrong decision. They analyze every aspect of my situation or that of my friends whom I've referred, sparing me the hassle of being an expert in my finances. A wise person doesn't need to know everything but needs to surround themselves with the right people and have access to credible information. Robert and Deanna Goldsmith are the right people to surround yourself with.

It's hard to know where to begin with all the great things Robert has done for us, but let me start with a couple of examples. First, unlike most other financial advisors I spoke with who suggested waiting until 70 to claim Social Security, Robert had a different, and much better, approach. Second, as the market has been fluctuating wildly this week, it's a huge relief that our principal is 100% protected. But that's just scratching the surface of what Robert has done for us. He showed us how life insurance can be used in a way that's much better than just paying for it outright, creating a plan that best protects me and my family from a critical or chronic illness, or from my passing away prematurely. And the best part? With Robert's help, we've discovered that taxes won't be nearly as much of a concern during our retirement. We can't thank Robert and Deanna enough for everything they've done to help us plan for our future. They've truly gone above and beyond, and we're so grateful. - Mike and Liz

Robert Goldsmith has been instrumental in helping me and my family secure the most suitable insurance policies. His expertise in financial services is unmatched, and I trust him implicitly. Without a doubt, Financial 411 is a must-listen.