we are committed
to supporting and
guiding you

Maintaining your bank and credit card reconciliations, day-to-day duties of accounting and bookkeeping is essential. We offer the professional guidance that allows you to focus on your business. Our years of experience with profit & loss income statements, balance sheet analysis, maintaining a clean general ledger and making complex journal entries, payroll processing, and internal control services ensure that your financial needs are properly addressed.

Financial planning is the process of determining your financial goals and making sure you are on track. We use our risk analysis tools and our financial planning software to develop a game plan that is tailored to your specific needs.

We use our risk analysis tools to help determine your individual investment objective and risk tolerance. We use our propriety Managed Assets Program to assure you have a portfolio that is designed specifically for you and we make all investment decisions within our firm.

Many investors have accounts with employers and other advisors. We are happy to use our expertise and software to analyze your current investment allocations to assure they are consistent with your investment objectives and risk tolerance.

The Greenberg Financial Group is a fiduciary. A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. Typically, a fiduciary prudently takes care of money or other assets for another person.

Retirement is a life event that many look forward to with excitement. Having a proper retirement plan can be the difference between a happy retirement and one that involves struggling to pay bills. We use our expertise and software to make sure you are on the right track for a comfortable retirement.

Not everyone needs or wants an annuity, but for some it is the solution to uncertainty. Annuities are many and varied, you need someone who knows the various annuity nuances and can pick the right one for you. We have many years of experience with annuities and a vast array of choices and will use this experience to determine if an annuity would be a good fit for you.

Ensuring your heirs have enough money to live comfortably when you are gone is extremely important. Life insurance not only provides that safety net but can also be a source of funds as you grow older. We have years of experience dealing with different life insurance policies and will use this experience to determine the best life insurance policy for you.

We recognize the importance of providing comprehensive retirement solutions to attract and retain top talent while securing your own financial future. Our team of experts is committed to guiding you through the intricacies of 401(k) plans, helping you maximize the benefits for both your business and your employees.

“It is not what you make, it is what you keep”. We provide tax planning services to maximize your return and assure that you are only paying your fair share.

Assuring the assets, you have accumulated are distributed in an intelligent and efficient manner is the last financial decision of your life. At Greenberg Financial, we make sure your estate is designed to go to those you designate, in a tax efficient manner.

Most of us believe education is one of the keys to success, so we all want to provide the best education possible for our heirs. We have several accounts geared towards providing funding for the education of our children and grandchildren.

As we age the need for long-term care may become an issue. We believe it is important to have a long-term care insurance policy so you don’t find yourself spending all of your life’s savings caring for yourself or a loved one.

Most of us have health insurance and life insurance. However, disability insurance is critical to providing ongoing income should a serious health issue take place that doesn’t involve death. There is nothing worse than seeing everything you have accumulated evaporate and you cannot do anything about it.

We have completed extensive training to help with this specific need. If you are a Federal employee nearing the end of your career you should give us a call as you transition to retirement and we can discuss the best route for you to take.

One of the keys to being financially sound is to have a budget. It helps with current expenses and is an important tool as you look towards retirement. Using our budgeting expertise and tools, we can help.