AUGUST 10, 2022, CHICAGO, IL – Capital Strategies Group, Inc. is pleased to announce that it has joined forces with Goldstein Financial Group, LLC (“GFG”), an independent life insurance brokerage and consulting firm based in Chicago, Illinois. Allan Goldstein, the Founder of GFG, is a seasoned life insurance industry entrepreneur with four decades of experience providing education and solutions for high-net-worth individuals and their advisors. In addition to Mr. Goldstein, Andrea Lechner, GFG’s Director of New Business and Operations, with 20 years of service to its clients, will join Capital Strategies in its Chicago office.
“Allan, who started his career in the actuarial field, has distinguished himself as an industry leader through his unique ability to bring an analytical approach to clients and advisors. This aptitude and his established decades-long reputation in the Chicago market are invaluable. Allan and his team are a true asset for Capital Strategies,” stated David F. Byers, Jr., J.D., LL.M, Managing Principal of Capital Strategies.
“Working with Capital Strategies provides a natural succession plan for GFG, its clients, and the advisors with whom we work,” stated Allan Goldstein. “We came to the decision to combine forces, bringing together the niche expertise of GFG in our local market coupled with the depth and strength provided by Capital Strategies,” he added. Mr. Goldstein is also a Principal of M Financial Group, the leading life insurance distribution, service, and product organization serving high-net-worth individuals, executives, and Fortune 1000 companies.
With this alliance, Birmingham, Alabama-based Capital Strategies has further expanded its footprint into the Chicago market. In addition to Mr. Goldstein, Capital Strategies’ expansion into Chicago will be led by Mr. Byers, T. Hudson Williams, J.D., LL.M., and William A. Worrell, Jr.
ABOUT CAPITAL STRATEGIES GROUP, INC.
Founded in 1989, Capital Strategies is a wealth preservation-focused insurance firm serving ultra-high-net-worth families and businesses. Through a concierge insurance experience, the firm specializes in helping to minimize income and estate-tax liabilities by planning tax-efficient insurance strategies, facilitating contract placement, and performing timely reviews. As a shareholder firm of M Financial Group, Capital Strategies provides proprietary, differentiated insurance strategies that feature preferential pricing, custom design, and greater protection for clients. For more information about Capital Strategies Group, please visit www.CapitalStrategies.net.
OUR LOCATIONS:
Birmingham: 850 Shades Creek Parkway, Suite 300, Birmingham, Alabama 35209
Chicago: 740 Waukegan Road, Suite 310, Deerfield, Illinois, 60015
CAPITAL STRATEGIES CONTACT
Rita Wright | Director of Corporate Accounts
205.397.2801 | rwright@capitalstrategies.net
DISCLOSURES
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA and SIPC. Capital Strategies Group, Inc. is independently owned and operated. Capital Strategies Group, Inc. is a member of M Financial Group. For further details regarding this relationship, please view our Disclosure Statement. Check the background of this Firm and/or Investment Professional on FINRA’s Broker Check. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.
File #: 4877591.1