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
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
When considering life insurance, it's important to understand your options.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Three things to consider before dipping into retirement savings to pay for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What if instead of buying that home, you invested that money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.