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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
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A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Six overlooked tax deductions to help manage your tax bill.
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Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Understanding the economy's cycles can help put current business conditions in better perspective.
For many, retirement includes contributing their time and talents to an organization in need.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
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Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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Smart investors take the time to separate emotion from fact.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
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There’s an alarming difference between perception and reality for current and future retirees.