Douglas Goldstein teaching course at Lander Institute, “Introduction to Investing and Financial Planning.” Eight weeks, summer session.
Hear Doug Goldstein's speech presented at the “Choice of the Heart” program, “Marriage Meltdown: The Power of Finance and Physical Intimacy in Marriage,” on June 22, 2010. Click HERE to listen to it, or go to the "Radio shows" tab on the left.
If your Israeli bank has sent you a letter informing you that you must either sell all your securities or else close your account with them, please contact Profile (02-624-2788) to review your options.
It’s time to order (call 02-624-2788) your copy of Building Wealth in Israel: A Guide to International Investments and Financial Planning.
In this indispensable book, veteran investment advisor Douglas Goldstein, CFP® presents a solid overview of practical strategies for achieving financial success in Israel. Writing in an easy-to-understand manner, Goldstein teaches his readers how to get their financial houses in order and how to create, step-by-step, long-term plans for their wealth. With a guest chapter from Leon Harris, CPA, international tax partner with Ernst & Young (Israel), Building Wealth will help you leverage one of the most powerful investment tools – knowledge.
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Profile Investment Services specializes in working with people living in Israel who keep their investment accounts in the United States. (For information about the services provided by the Profile Family Office, click HERE.)
The services we provide include:
- Establishment of U.S. brokerage accounts in which clients can buy stocks, bonds, mutual funds (U.S. and offshore funds), unit trusts, bank certificates of deposit (CDs), etc.
- Unlimited check writing privileges and Visa or American Express Cards available
- Professional and knowledgeable assistance in creating personalized financial plans
- Coordination with clients' other advisors, including accountants, lawyers, and insurance agents in order to integrate tax, legal, and insurance solutions into appropriate financial and estate plans and investment goals
- Information and analysis relating to different investment choices (Clients get easy access to view their accounts online. Click HERE for a sample of the client accessible website.)
- Managed money accounts. These exclusive accounts give clients access to some of the world's most respected and sought-after investment professionals both in the U.S. and overseas. This service is available to clients with accounts of $100K+.
- Review of investments, and making regular updates as clients' personal situations change
- Explanation of investments, statements, and related paperwork
- Educational seminars on financial practices
- Unlimited phone support, and two to four consultations annually to review investment portfolio and financial plans.
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