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
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
How Income Taxes Work
A quick look at how federal income taxes work.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
For many, retirement includes contributing their time and talents to an organization in need.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are things you can do to keep yourself safe when you lose your wallet.
With alternative investments, it’s critical to sort through the complexity.
Have you explored all of your choices when it comes to managing your taxable income?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.