Greenberg Financial Group

Start Your Financial Plan

Success starts with a plan, a plan that starts with You. A plan consists of building blocks. Every age group needs a plan, start today and enjoy your financial future.

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Protect

Protection is insurance against the unforeseen occurrences that sidetrack life. GFG advisors will review your current financial situation, and through a comprehensive financial plan offer protection recommendations that meet your needs and goals. The protection recommendation encompasses not only the present but also the future. There are many types of Insurance Products, GFG suggests the products they feel are best for you.

Build

The building stage starts when you begin your career and continues until you decide to enjoy the fruits of your labor and consider yourself in retirement. A successful build plan is one that grows over time. Building wealth has many facets, including family obligations. However, all build plans must have a retirement plan that meets your needs and goals. These consist of company sponsored and individual retirement plans.

Business owners have many different options for their retirement plans, depending on their goals. Retirement plans are just one avenue for building wealth. A well-balanced plan should also include investments in Managed Asset Portfolio’s, Real Estate, and various business opportunities. Make sure you always understand the risks of each investment and how it is allocated into your overall financial plan.

GFG advisors take pride in building long-term relationships with clients. This results in mutual client and advisor trust and allows the wealth building process to be successful. This enables GFG clients to enjoy financial freedom when they decide to retire.

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Enjoy

A successful financial plan gives you the ability to enjoy the fruits of your disciplined labor. This is your time. A GFG Advisor will help decide the best age to start taking social security and make sure your Medicare and supplements are set up correctly for you. GFG advisors will plan a budget and income stream with you in order to relieve the stress that many retirees feel in retirement. Our goal is for you to live life the way you want.

Our motto: Financial freedom is when you can do what you want, when you want, as often as you want. Financial success is when you have financial freedom, but also have the resources and time to give back to those with need in your community.

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