Greenberg Financial Group 

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Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market Should I Invest In REITs? What Our Kids Can Teach us About Saving Money

Welcome! Thank you for visiting us on-line.

For more than 20 years,  Greenberg Financial Group has provided clients with comprehensive financial advice and wealth management services.   Additionally, our team has developed expertise in the area of small group retirement plans.  Our innovative approach is most effective dealing with difficult problems, and establishing and maintaining effective programs for both employer and employee.

Financial advisors, just like investors, have varied and different financial styles.  While some like to 'time' the market, or look for opportunities, others are more risk averse.  Some are most concerned with fees or taxes; others are more concerned about volatility and are more risk averse.  At Greenberg Financial, we are most concerned with your overall financial plan.  We strive to manage risk and provide the most efficient avenue for transparent, cost effective and diversified investing.  

As Certified Financial Planners™, we are fee-only financial planners, which means we have a financial responsibility to act in our clients best interest.  We do not accept fees or compensation based on product sales.  We feel this eliminates potential conflicts of interest and allows us to be fully transparent and provide more comprehensive advice.  

Serving areas of Delray Beach, Boynton Beach, Boca Raton, and the South Florida, we are also securities licensed in  Alabama, New York, New Jersey, and Connecticut





 

Helpful Content

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When Do You Need a Will?

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The Economic Journey of Your Morning Coffee

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Keep Your Umbrella Handy

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All Muni Bonds Are Not Created Equal

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Determine your potential long-term care needs and how long your current assets might last.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Assess whether you are running “in the black” or “in the red” each month.

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Long-Term-Care Protection Strategies

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Events on Wall Street

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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