Dennis J. Goldstrand, CLU, ChFC, AEP has been a member of SJEPC since 1990, and is a past president. He established Goldstrand Planning Group in 1976. The firm is a comprehensive wealth planning organization for closely-held and family-owned businesses.
We assist successful business owners and families in creating and protecting personal wealth through professional planning. This allow them to focus their energy on building more profitable businesses. It simplifies their financial life so they can devote their time on the truly important areas of their life.
Services include: business and succession planning; key employee compensation; employer retirement plans; estate tax analysis and legacy planning; financial planning; risk analysis and insurance planning; and fee-based investment advisory services.