Greenberg Financial Group 

561-738-6464 Office
msgreenberg@mfsinvest.com Email
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How to Retire Early Keeping Up with the Joneses Bursting the Bubble Inflation and Your Portfolio

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

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

 

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Lifetime of Earnings

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Long-Term-Care Needs

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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