Greenberg Financial Group

561-738-6464 Office
msgreenberg@mfsinvest.com Email
Facebook   LinkedIn   Twitter   GooglePlus

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

Put It in a Letter

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

 

Volunteering in Retirement

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

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Doubling Your Money

This calculator demonstrates the power of compound interest.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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.

Saving for College

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

View all calculators arrow

Protecting Those Who Matter Most

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

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

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.

An Inside Look at Retirement Living

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

View all presentations arrow

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Retiring the 4% Rule

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

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

View all videos arrow