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3 Barker Avenue, Fifth Floor
White Plains, NY 10601

(914) 251-0466

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Our Advisors

Robert Goldstein

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Bob has owned and managed businesses providing investment and retirement planning services for over 30 years. Bob is an investment advisor and a CPC in the American Society of Pension Actuaries, providing broad experience in understanding plan liabilities and the asset allocation strategies needed to accomplish sponsor objectives.  As principal and past owner of Stanwich Benefits Group, Inc., he provided investment management, actuarial and 401(k) daily recordkeeping and outsource services. Bob served as the President of their Employee Investment Plan Division of The Bank of New York, developing their retirement, equity plan and insurance services. On leaving the Bank, Bob combined services with Barbara Delaney and RBG, providing employee benefit consulting and investment advisory services at StoneStreet Equity and Retirement Benefits Group. Today he’s currently working with Independent Financial Partners

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David Hinderstein, AIF®
Financial Consultant

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David Hinderstein assists Plan Sponsors and participants in responding to the many challenges in managing their retirement programs.  David has extensive background and significant expertise in helping not-for-profit, corporate, healthcare, and higher education Plan Sponsors manage their fiduciary responsibilities and manage and optimize their investment provider relationships.  As a retirement benefit veteran, David has been recognized by several industry organizations for his leading experience and expertise. He is also a frequent keynote speaker at industry conferences, and an instructor at UCLA’s Anderson School of Management Executive Education TRAU- The Retirement Advisor University, where he instructs on the not-for-profit retirement marketplace.

 David earned his BS degree in Finance from The American University in Washington, D.C., and has achieved the Accredited Investment Fiduciary® (AIF®) designation.  He is also an Investment Advisor Representative of Strategic Retirement Group, Inc., an SEC Registered Investment Advisor and a Registered Representative with LPL.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI