Greenberg Financial Group

561-738-6464 Office
msgreenberg@mfsinvest.com Email
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How to Retire Early Keeping Up with the Joneses Busting 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

A Primer on Irrevocable Life Insurance Trusts

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

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 Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

 

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Paying Off a Credit Card

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

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Principles of Preserving Wealth

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

5 Smart Investing Principles

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

Retirement Plan Distributions

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

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Retiring the 4% Rule

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

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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