Lawrence Goldman, CPA

Lawrence Goldman, CPA

Financial Advisor, Registered Representative

 

My Service Philosophy

I am dedicated to helping you achieve your financial objectives for the long term.  We know that you financial situation will continue to change as your individual circumstances change.  To address that, I will meet with you periodically to review your current investment needs and make the necessary adjustments, whether to address a family situation or an approaching retirement.  I believe success is best measured not just by your financial health, but by how confident you are about your financial future.  You can feel confident that I will offer investment guidance and support that tailored to your specific situation.

 

Lawrence Goldman founded Computer Accounting and Tax Service in 1981, and continues to provide high quality accounting and tax services to this day.

 

My Areas of Focus

Investments: Mutual Funds

Retirement Planning: IRAs. 401k Plans, SEPs, Simple Plans

Insurance: Fixed and Variable Annuities, Fixed and Variable Life Insurance

Estate Planning: Insurance Needs Analysis, Business Ownership Succession Plans

Education Planning: 529 Plans

General Accounting & Tax Services: Tax Planning & Preparation, Year-End Planning and Projections, Business Accounting Services, Financial Statement Preparation, Payroll Services 

 

Professional Licenses and Designations

FINRA Registrations:  Series 6, Series 63, Series 65

Insurance Licenses:  Life Insurance, Health Insurance, Long Term Care Insurance