PLAN TODAY. PROTECT TOMORROW.

Estate Planning

Guiding individuals and families through life's financial decisions with clarity, strategy, and care

WELCOME TO

Goldwater Financial Group

Barry Goldwater is the Founder and Principal of Goldwater Financial Group, an insurance advisory firm committed to helping families and businesses build wealth and protect their assets. Known for his integrity, financial insight, and dedication to client success, Barry brings decades of experience in delivering thoughtful, personalized planning strategies. Outside of his professional work, Barry and his wife of over 30 years enjoy a rich family life, especially spending time with their 9-year-old gymnast granddaughter and one-year-old grandson. He is also an avid bird watcher who finds peace in observing red-tailed hawks and owls, and he volunteers at a homeless shelter in Boston, reflecting his deep commitment to community service and helping others thrive in every area of life.

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HOW WE CAN HELP

Comprehensive Financial Solutions

Estate Planning

Protect your legacy and provide for future generations.

Income Planning

Create predictable income streams for confidence and stability.

Asset Preservation

Safeguard what you've built with strategies designed to reduce risk.

Tax Mitigation

Minimizes taxes and keeps more of your hard-earned wealth.

Risk Mitigation

Prepare for life's unknown with proactive risk management.

More Services

Business Planning, CRT, Wealth Management, and more.

Video Library

NOT Just For Millionaires And Billionaires

21st Century Trust Funding Method

NeverStop

Beneficiary Liquidity Plan​

Mission Statement

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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Contact Info

  • 617-527-9736

  • 1 Upland Wood Circle #401 Norwood, MA 02062

1 Upland Woods Cir #401, Norwood, MA 02062, USA

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