Independent guidance from Hans Goldstein, EA
Admitted to practice before the IRS. Licensed insurance producer · NPN 20602398 · No carrier-paid placements or endorsements.
What happens on the call
- You describe your situation, age, work status, what assets you have, what you're worried about
- Hans asks 3-5 clarifying questions
- If there's a clear opportunity (SIS for a sale, Roth conversion, SS timing, MYGA for cash), he tells you
- If there isn't, he tells you that too and points you to free resources
What it costs
Nothing. Hans is compensated by carrier commissions if you eventually purchase an insurance product through him, just like every other independent agent. Consultations cost $0.
What if I just want to read first?
That's the whole point of the reviews, , calculators, and free PDFs. Read everything. Then call when you're ready.