5.0
1 homeowner review
Homeowner-recommended wealth management
Robert & Deanna Goldsmith at Financial 411 bring over 40 years of expertise in retirement and financial planning, making them the trusted choice for those looking to optimize their finances. Their focus on innovative strategies help to minimize tax liabilities and maximize income, helping clients maintain a comfortable lifestyle. Their …
5.0
1 homeowner review
0
homeowners recommend them
About the professional
Individuals who are at or nearing retirement actively seeking assistance to ensure they capitalize on all the benefits they are entitled to. This includes understanding how to use your life insurance plan to cover expenses associated with critical illnesses (heart attack, stroke, cancer, etc.) or chronic illnesses, similar to long-term care needs (same triggers). Additionally, learning how to convert your IRA to a ROTH IRA and have all or a portion of your taxes covered, enabling you to enjoy a tax-free retirement.
"Many agents and advisors are in the business of simply selling financial products, often without regard for how each plan you have can impact another. For instance, did you know that saving too much in 401(k)s and IRAs, along with having a pension and Social Security Benefits, can potentially double your Medicare premiums and even cause an unnecessary tax on your Social Security benefits? Most people do not. Or that real estate does not always transfer to cleanly to your children upon the passing of parents without going through the costly and time-consuming probate process? The fact is, while most people typically frown on life insurance (often because they do not understand the ancillary value)... but owning the right life insurance policy is critical for proper distribution of your retirement plans to achieve the greatest possible income and tax-efficient transfer. These are just a few reasons why you should reach out to get your questions answered, and the call is free."
Service area
Temple Terrace and nearby service areas.
Contact preference
Request contact details through HOA Bulletin Board.
Work examples
Provider-supplied work images should help homeowners verify service fit before requesting contact.
Homeowner feedback
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Ann Heath
Submitted November 11, 2025
“I want to recommend this service to my neighbors. they are excellent and responsive and affordable. Ann”
Wealth Management · Temple Terrace homeowner
Trust and transparency
0 recommendation records are associated with this professional. Recommendations should come from firsthand service experience.
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The professional did not pay to join or advertise for this position. Profiles begin with homeowner recommendations and signup is free.
