At Goodman Lifetime Wealth Strategies we take an educational based approach in everything we do.

Awareness is the first step to making optimal choices.

Access "Learn How To Eliminate Income Tax During Retirement" at your convenience...

Key Points covered include:

  • Be Careful of General advice & General Opinions

  • Investment & Insurance Strategies

  • Individualized Planning

  • Desired Benefits

  • Types of People & Situations These Concepts are Typically Most Applicable For

Also:

Suggested Things to Look For & Be Aware of When Implementing These Strategies

Some People Pay Zero Taxes on Their Social Security Benefits, Others Are Taxed on Up to 85% of Their Benefits, Learn the Why & How (Hint...The Webinar Lays Out How to Get to Zero!)

Simply Click HERE to Access

Local educational events have been postponed due to the Covid19 situation.

 

Our most recent live webinar was Wednesday May 20th at 12pm. 

Watch & Learn - Webinar - Join Independent Financial Advisor & Wealth Management Certified Professional® Adam Goodman as he discusses the impact of the 2020 Secure Act and the Coronavirus Aid, Relief and Economic Security (CARES) Act for retirees. As well as the opportunities and concerns he sees moving forward and the financial strategies he views as often most attractive in the current environment. Time permitting there will be open Q & A

Registration link: https://us02web.zoom.us/meeting/register/tZMkfu-ppz4sGdznMRS-JEoXk2mOMGUOakVL

 Educational Seminars & Webinars General Information

The financial world is ever-changing, the options that were preferred decades ago are often not the optimal choices anymore.

As in every industry there are those that resist change and progress as well as those that innovate and recognize the enhancements that new ideas, new technologies and new solutions often provide.

Within this storm of change, information overload and conflicting perspectives the individual is left with the task of sifting and sorting their way through to hopefully achieving and or maintaining financial independence…

Adam Goodman’s goal is to be of value and service to as many people as he can, people that strive toward the ideal of achieving or maintaining financial independence.

The primary method of achieving that is providing group educational workshops and presentations throughout the Las Vegas area.

These presentations can be customized, typically are 1 hour, and can be accompanied by open Q &A.

These topics are most often presented to those already retired or approaching retirement, and often to residents of local age 55 and older communities including Siena, Sun City Aliante & Sun City Summerlin.

  • 10 Steps to a Secure Retirement

  • Investment Strategies for the 21st Century

  • Having an Investment Decision Making Process

  • Annuities – Good, Bad & the Ugly

  • Managing the Distribution Phase of your Retirement Plan

  • Uncovering the benefits of Fixed Indexed Annuities

  • Long Term Care Protection Planning

  • Life Insurance – The Living Benefits

  • Minimizing Income Tax in Retirement

  • Protecting & Maximizing Your Financial Legacy

  • Healthcare, Social Security & Taxes

As a self-employed business owner himself he understands the obstacles facing many young professionals, self-employed individuals and entrepreneurs. Adam can be of value in helping them plan appropriately to protect their current lifestyle as well as create their desired future one!

  • Building a Solid Financial Foundation

  • How to Eliminate Income Tax During Retirement

From being of value throughout our community by sharing ideas, best practices and a modern perspective when it comes to financial options and decisions, to quality conversations with potential new clients after they attend our educational workshop’s, over the years for us and attendees educational workshops have worked well, and we will continue to provide them for the foreseeable future throughout our community as the need and demand warrant.

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Investment Advisory Services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. Insurance and annuity products are provided separately through Adam Goodman.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.

Third party ratings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

© 2018 Goodman Lifetime Wealth Strategies.

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