Greenberg Financial Group 

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From Boats to Brokers: A History of the Stock Market Jane Bond: Scaling the Ladder Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market

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

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Social Security: Maximizing Your Social Security Benefits

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

A Look at Whole Life Insurance

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 Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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What Is My Current Cash Flow?

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

Lifetime of Earnings

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

A Look at Systematic Withdrawals

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

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5 Smart Investing Principles

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

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Rightsizing for Retirement

What does your home really cost?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Perception vs. Reality

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

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