- Financial & Tax Strategies. Inc
Gary Goldberg, the Founder/President of Financial & Tax Strategies, LLC., is a veteran of the U.S. Air Force, and a retired multi-year St. Clare (O’Fallon, IL) Parish Council President & Building Committee Co- Chairman. After his Air Force service, Gary operated The Elevator Restaurant/Club in Belleville, IL and Charlies Restaurant & Club in Granite City, IL. He currently serves as a Director of the Fairwood Lake Homeowners Association, a Managing Director of Redwood Tax Specialists, and volunteers for many St. Louis area charities.
Gary joined the financial services industry in 1988 and founded his firm in 1991. His clients are spread across several states, including Missouri, Illinois, Florida, Tennessee, Ohio, Texas, Arizona, and Colorado. His financial advice has been shared in a variety of media outlets, such as CBS Marketwatch, radio programs on KMOX-AM & KTRS-AM, & newspaper interviews including the Belleville News-Democrat and the St. Louis Post-Dispatch. Gary was interviewed in New York City regarding his UNIQUE & EXCLUSIVE proprietary process that helps prevent retirees financial problems & Social Security benefit mistakes with an emphasis on income planning! This aired on NBC, CBS & Fox television stations in the fall of 2022.
Gary is veteran educator for current financial topics and provides wisdom & comfort for financial freedom during retirement. He frequently leads seminars, podcasts, and webinars on such topics as preparing for retirement, financial management, tax reduction, legacy planning and college aid planning. He also makes it a priority to work with individuals who are frequently overlooked in the financial services industry, including women and those in the LGBT community. He has passed the Series 6, 7, 24, 26, 63 and 65 securities exams, and he holds various insurance licenses. He is an Investment Advisor Representative, a Registered Principal, and a Registered Financial Consultant (RFC®). He is a graduate of Southwestern Illinois College, where he holds a degree in business
Gary is married to a special education teacher & is the father of three adopted kids from South America and has one granddaughter. In his free time, he enjoys spending time with his family, travel, serving St. Louis Pride, charitable organizations, and his church. As an experienced Money Advisor for successful individuals, families & business owners in the Metro St. Louis (MO & IL) & St. Petersburg (FL) communities, the holistic style of the Goldberg Team includes, securities and insurance professionals, a CPA, an Estate Planning Attorney, and an MBA/CFP, among others. The Goldberg Team goal is to help people & Retire Younger, Richer & With Less Anxiety using wisdom, unique & personalized strategies for protection and growth, and by building lasting, meaningful relationships based on candor, trust, integrity, and superior client service!
LICENSES & ACCREDITATIONS
- Investment Advisor Representative
- Registered Principal
- Registered Financial Consultant (RFC®)
AREAS OF EXPERTISE
- Retirement Income Planning
- Financial Planning
- Legacy Planning
- Estate Planning