Founder and Managing Partner
BUILD YOUR
Wealth &
Financial Legacy
Life insurance isn't just a stand-alone product; it's a crucial component of an effective financial plan that anchors your future, helping you achieve your changing dreams and goals. By acting as the engine that drives effective estate planning, wealth transfer strategies, charitable planning techniques, retirement planning, and tax-advantaged strategies, life insurance offers unparalleled protection for you and your loved ones.
Glen R. Golish, LUTCF®, CFBS®, BSP®, one of America's top life insurance producers, knows how to incorporate life insurance into a larger financial strategy to obtain the maximum benefit for his clients. With his extensive experience and training, Glen can identify the unique value-adds specific to your situation that other producers often overlook. Supported by a team of insurance and financial experts, Glen provides a personalized plan tailored to ensure your financial legacy is secure.
Glen R. Golish, LUTCF®, CFBS®, BSP®, one of America's top life insurance producers, knows how to incorporate life insurance into a larger financial strategy to obtain the maximum benefit for his clients. With his extensive experience and training, Glen can identify the unique value-adds specific to your situation that other producers often overlook. Supported by a team of insurance and financial experts, Glen provides a personalized plan tailored to ensure your financial legacy is secure.
Our Specialties
Large enterprise resources with concierge firm service
Generational Wealth Strategies
Economic Strategies
Life Insurance
Disability Insurance
Property & Casualty Insurance
Health Insurance
Estate Tax Mitigation Planning
Business Protection Planning
Leadership Team
Meet Our Team
Senior Partner, Financial Planning & Wealth Management
Jared Morgenstern
Partner, Financial and Insurance Strategist
Rafael Abitbol
Director of Health Benefits
John Byrnes
Partner, Wealth Management
Andrew Reese
Partner, Wealth Management
Yosef Benson
Executive Assistant to Glen R. Golish
Courtney Klein
Client Experience Coordinator
Gail Marcus
Executive Administrative Assistant