Gerald Goldstein - The Pension Wizard - Cutting through complex problems to provide solutions

Once Upon a Time
Titanic - Save Yourself from a Disaster
Partial Self-Insurance
Contact the Wizard

San Luis Obispo, CA

3940-7 Broad Street #387
San Luis Obispo, CA 93401
Phone: (805) 801-4437
FAX: (805) 543-8850


Partial Self-Insurance

A usable alternative if. . .

  • it is risk-free
  • it has no administration
  • it produces positive results

Click here for a PowerPoint Presentation.

Cafeteria Plans under Code Section 125

Health Reimbursement Arrangements

Flexible Benefit Plans - "Benefit Bucks" to go

Thirty years of successful innovation, leading where others follow.
Known by his peers and clients as the "Pension Wizard"
©2004 Shelby Thayer Financial Corporation