Financial Planning Strategies
Means Financial Independence
The highly qualified associates at Weinberg Financial Group will help coordinate all aspects of your financial life. Together, we will develop strategies to help you better manage your money and provide security for your future.
Retirement Planning Strategies
A well thought out retirement plan means retiring to financial independence. Through 401k plans, pensions, profit-sharing programs, TSA (403b), and IRA's we will develop the financial strategy you need to enjoy retirement at its best.
Investment Planning Strategies
Investment strategies must be made with an understanding of how your income, assets, tax status and long-term goals correspond to the benefits of investing. We can design a portfolio of stocks, bonds, annuities, mutual funds and CDs to maximize your returns and respond to your financial needs while considering your risk and time horizons.
Portfolio Management Strategies
Drawing on a team of seasoned professionals who will guide your investment strategies through the various markets. We will ensure that your money works as hard as you do.
Tax Planning Strategies
Help minimize, or postpone your tax liability. It is a crucial step in designing an investment portfolio. As laws change we will keep you informed of new opportunities and how to make the most of them. Your taxes are the glue that binds most of your long term financial strategies. Working with your accountant we will assist in maximizing those opportunities that add value.
Estate and Elder Planning Strategies
Estate planning is the process of planning assets, bequests, and estate disposition to provide for your family's needs, assure liquidity, minimize confusion, and avoid unnecessary taxes or loss of property. In cooperation with your attorney we will assist in the coordination of both the asset disposition thru life and upon death and consider the long term care needs and costs as it relates to your estate planning.
Insurance Planning Strategies
This is another important building block for a secure future. It protects you and your family from major financial losses due to death or disability, large medical or nursing home expenses, and loss or destruction of property. Our professionals can provide you with cost effective insurance that's right for you. As independent insurance agents licensed in many states we can provide a cost effective solution that provides the needed protection for you and your family.
Accurate reporting and monitoring of finances are important for short-term goals and essential to achieve your long-term financial objectives. We can help you organize your finances and solve cash flow problems.
Corporate Benefit Services
Whether you are a small or large employer. We can assist you in the design, installation, and monitoring of your health, 125 Flex Plan, 401(K), or any other group benefits.