About Us
Our Mission
Our mission is to assist families in creating a Financial and Estate plan which will provide all family members with a decent quality of life for their entire lifetime and beyond while at the same time minimizing taxes, and ensuring that the financial plan will not negatively impact any entitlement to government support programs, or at the very least minimize the impact as much as legally allowed.
Geoffrey Zaldin
Co-Founder
Geoffrey is the Co-Founder of All the Things Financial and Special Needs Financial and a Professional Financial Advisor. He has been providing financial and investment advice since 2005. Along with his wife Michelle, they service the needs of the Special Needs community in addition to the more typical clients. They have three children, twin boys and a daughter with Cerebral Palsy. This provides them with a better understanding of some of what a Special Needs parent might be going through.
Michelle Goldstein Zaldin
Co-Founder
Michelle is the Co-Founder of All the Things Financial and Special Needs Financial. She was formerly the Executive Vice-President and partner of Goldstein Financial Consultants, and Sonny Goldstein Annuity and Insurance Agencies Inc.. She has been working in the financial industry since 1992 and is currently assisting Marketing and in portfolio creation. As a mother of a Special Needs child, she is able to understand and empathize in a way that we believe most other people just can’t understand.
We believe that effective financial planning is critical to long-term success. But without proper estate planning the financial plan could be seriously negatively affected. That is why we work with you to create a comprehensive financial and estate plan and help you implement it. We view this as an ongoing process and understand that we need to monitor the financial and estate plan and make any changes necessary along the way.
We also believe that financial and estate advice go hand in hand with the investment planning and therefore we do not charge any fees for the financial and estate advice work. We encourage all our clients to begin their relationship with our firm by having us complete a comprehensive financial and estate plan. We believe that only with a comprehensive plan can you then make the right choices as to how to invest your money.