Maintaining a Securities America, Inc., license, Leslie “Les” Goldstein guides Personal Financial Strategies, Inc., as president and founder. Serving clients throughout the Chicagoland area for over 23 years, Leslie “Les” Goldstein and his Securities America-licensed colleagues emphasize a client-driven approach to ensuring that financial futures are comfortable and secure.
A fundamental component of Mr. Goldstein’s investment advisory approach involves developing a personal retirement action plan (P-RAP) for each client served. Preserving and judiciously expanding nest eggs, the P-RAP involves a careful evaluation of budget, timeline, and risk tolerance. The result is a custom plan that effectively reduces costs and identifies legacy-building opportunities. These range from charitable giving pathways to long-term care protection strategies.
Mr. Goldstein holds bachelor’s degrees in economics and Russian language and literature from Indiana University. He had the opportunity to live and study in St. Petersburg and Moscow in the late 1970s as part of a cultural exchange program, and later completed an MBA at the University of Illinois at Champaign Urbana.