Kelly Goldstein, CFP at Full Spectrum Financial Group

Kelly Goldstein, CFP at Full Spectrum Financial Group Providing expert financial solutions to Individuals, Families & Business Owners Kelly Goldstein is not licensed in all jurisdictions.

As a dedicated Financial Services Professional, Kelly Goldstein provides trusted guidance and innovative solutions to help her clients attain financial security for their families and businesses. She brings a valuable skill set to her clients with significant Para-Planning experience, holding her FL 2-15 License for Life, Health & Annuities, being a Registered Representative and earning her Master

of Business Administration from Saint Leo University. The first step in reaching your goals is to schedule a complimentary meeting with Kelly to discuss what is most important to you. Together, you will construct an optimal strategy focused on your unique objectives.
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306 N. Rhodes Ave. • Suite 110
Sarasota, FL 34237
Office: (941) 866.6570
www.FullSpectrumFinancialGroup.com
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Kelly Goldstein is a Financial Adviser offering Investment Advisory Services through Eagle Strategies LLC a Registered Investment Adviser and Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC) a Licensed Insurance Agency. Kelly Goldstein is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Full Spectrum Financial Group, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Full Spectrum Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. CFP Board owns the certification mark CERTIFIED FINANCIAL PLANNER™ in the U.S.

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white ret...
09/03/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

Each year that I have earned the privilege of attending council is another opportunity for me to sharpen my pencil and c...
08/27/2026

Each year that I have earned the privilege of attending council is another opportunity for me to sharpen my pencil and celebrate with my peers, this year was no exception.

Truly exceptional conference in a beautiful location. 🏔️

DAY 1: Address from President and VP + Honors Dinner
DAY 2: Excellent Meetings + Invited to Join Home Office Execs for Dinner @ Steakhouse on Property
DAY 3: Market Updates, Closeout Meetings, & Keynote Speaker + Explore CO/Rocky Mountains + Farewell Dinner & Concert

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and infl...
08/20/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to help build your wealth over the long term.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
08/17/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provide...
08/13/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4hrMpzX
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down ...
08/12/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likeliho...
08/06/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/4byGCoB

Delaying Social Security reform could have negative effects on the bond market and the economy, new research shows.
08/05/2026

Delaying Social Security reform could have negative effects on the bond market and the economy, new research shows.

Social Security's trust fund that helps pay retirement benefits is projected to run out in late 2032. New research finds that may pose serious economic risks.

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4whJvBL
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Address

Sarasota, FL
34237

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19418666570

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