Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet The Team

The team behind Meridian Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Larry

Larry Goldstein President

Larry has been privileged to work with more than 1,000 individuals and families throughout south Florida over the past 10+ years. In many cases, those people were close to retirement age, but their financial portfolios were NOT ready financially for a retirement that could last 25 to 30 years. In each case, Larry works diligently to help individuals protect their assets from market downturns and create lifetime income streams that they will not outlive. This work is Larry’s passion.

A graduate of American University in Washington, D.C., Larry is frequently featured in media outlets for his financial insight. He uses opportunities such as these to educate people that the standard advice for retirement readiness has major flaws. He believes those nearing retirement need to avoid subjecting themselves to the risks associated with severe market downturns, such as the financial crisis seen in 2008 and 2009.

Larry believes strongly in his fiduciary responsibility to legally uphold the best interests of his clients. He refuses to recommend any products to his clients that he wouldn’t purchase for himself or his family.

As a retirement income planner, Larry’s asset-protection perspective ensures that his clients will not run out of money in their lifetimes. He provides Retirement Road Map Reviews so that his clients know what to expect from his services when it comes to their quarterly and annual reviews.

Through his partnership with economics professor Dr. Laurence Kotlikoff, widely considered America’s foremost authority on Social Security, Larry is able to offer expertise on Social Security options that people will likely not receive elsewhere. Larry enjoys helping his clients find income they didn’t know they had, be it by maximizing their Social Security and income streams from 401(k)s, IRAs or other savings instruments. Larry also offers a wealth of experience to people over 60 for their elder care and long-term care issues.

Larry resides in Boca Raton, where he enjoys spending time with his children, boating on Florida’s coastal waters, and biking.

You can reach Larry Goldstein at 561.820.4890.

Jessica pic

Jessica Bourland Executive Assistant

Jessica Bourland is the Executive Assistant for Larry Goldstein. She greatly enjoys working with people and is passionate about helping clients and creating lasting relationships. In her previous experience as an Administrative Assistant for a leading financial advising firm, she learned to tailor her customer service skills to the needs of the industry, a customer centric focus, and assisting in all areas where a commitment to confidentiality and security are of the utmost importance. Jessica is also passionate about nature and can be found enjoying the great outdoors with her family on her days off. This enthusiasm and energy carry over to her enjoyment of working with clients to diligently find the answers they need.­

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 561.820.4890.