Ruth D. Goldstein

About Ruth D. Goldstein

Ruth Goldstein, CFP® Professional, Investment Manager,| Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠)| Chief Compliance Officer & CEOAhron Golding, Tax Attorney and Investment ManagerRuth Goldstein is the founder of Mainstreet Financial Group LLC (MSFG), established 15 years ago, and is a Registered Investment Advisor registered with the SEC. As a holistic financial planner, Ruth guides her clients through life\'s financial journeys by coordinating estate, tax, retirement income, and risk management strategies. Her passion lies in providing tailored advice in an uncertain global economy, helping business owners and families stay on track to meet their investment objectives regardless of economic fluctuations.Ruth is also a Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠) professional, signifying specialized expertise in Civil Service Retirement System (CSRS) and Federal Employees’ Retirement System (FERS) pension/annuities and Thrift Savings Plan (TSP) management. As a CFP® Professional and Chartered Federal Employee Benefits Consultant℠ Professional, her unique focus on federal benefits combines deep knowledge with personalized planning, ensuring her clients maximize their benefits and secure their financial futures as an employee and a retiree.

Experience

1. President

   Ruth D Goldstein

   May 2011 — Present

   Investment advisory and financial planning services offered through Mainstreet Financial Group LLC, a Registered Investment Advisor. Subadvisory and co-advisory services are provided by Advisory Alpha, LLC, a Registered Investment Advisor. Main Street Financial Group, LLC and Advisory Alpha, LLC, are separate and unaffiliated entities. Mainstreet Financial Group. Ruth D. Goldstein is not affiliated with or endorsed by any government agency. While tax and legal services may be discussed in the general course of financial and investment planning, Advisory Alpha, LLC does not provide tax or legal services. Please consult with your tax or legal professional prior to making any decisions relative to these issues. An Annuity is a long-term financial product designed largely for asset accumulation and retirement needs. All guarantees are backed by the claims-paying ability of the issuing insurance company. Ruth Goldstein\'s comprehensive wealth management services are provided with the collaboration of a wealth management team comprised of a advanced financial strategist, investment manager, the client\'s attorney and CPA. We take a comprehensive and integrated approach to meeting our clients’ financial, investment, estate, tax and business planning needs.

Education

• American InterContinental University

  BA, Business Administration and Marketing

  2001 — 2003

• Bryant University

  Certified Financial Planning Curriculum , Mathematics and Computer Science

Skills

• Financial Planning
• Life Insurance
• Sales
• Financial Advisory
• Finance
• 401k
• Direct Marketing
• Small Business
• Strategic Partnerships
• Insurance Agent Recruiting
• Fundraising
• Retirement Planning
• Fixed Annuities
• Qualifying Prospects
• Insurance
• Web Marketing
• Iras
• Recruiting
• Financial Prospecting
• Business Development
• Digital Marketing
• Wealth Management
• Email Marketing
• Marketing
• Investment Strategies
• Training
• Employee Benefits
• Program Management
• Health Insurance
• Internet Marketing
• Portfolio Management
• Selling
• Start-Ups
• Investments
• Strategy
• Lead Generation
• Insurance Prospecting
• Financial Services
• Crm
• Retirement