Greenberg Financial Group

For Over 30 Years

Greenberg Financial Group has been in business for over 30 years delivering the full scope of financial solutions for our clients including Financial Planning, Investment Advisory and Money Management. Each of our investment advisors has on average 20 years of experience financial planning, investment advising and money managing.

Financial Planning

Financial planning is the process of determining your financial goals and making sure you are on track. We use our...

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.

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Portfolio & Investment Advisory

We use our risk analysis tools to help determine your individual investment objective and risk tolerance. We use our propriety...

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.

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Investment Advisory

Many investors have accounts with employers and other advisors. We are happy to use our expertise and software to analyze...

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.

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Fiduciary

The Greenberg Financial Group is a fiduciary. A fiduciary is a person who holds a legal or ethical relationship of...

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.

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Retirement Planning

Retirement is a life event that many look forward to with excitement. Having a proper retirement plan can be the...

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.

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Annuities

Not everyone needs or wants an annuity, but for some it is the solution to uncertainty. Annuities are many and...

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.

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Life Insurance

Ensuring your heirs have enough money to live comfortably when you are gone is extremely important. Life insurance not only...

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.

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Property and Casualty

Accumulating things through a lifetime of work is unimportant if those items are not insured. We work closely with clients...

Accumulating things through a lifetime of work is unimportant if those items are not insured. We work closely with clients to make sure cars, houses and other prized possession are protected.

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Tax Planning

"It is not what you make, it is what you keep". We provide tax planning services to maximize your return...

“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.

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Estate Planning – Trust and Wills

Assuring the assets, you have accumulated are distributed in an intelligent and efficient manner is the last financial decision of...

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.

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Education Funding

Most of us believe education is one of the keys to success, so we all want to provide the best...

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.

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Long-Term Care

As we age the need for long-term care may become an issue. We believe it is important to have a...

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.

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Disability Insurance

Most of us have health insurance and life insurance. However, disability insurance is critical to providing ongoing income should a...

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.

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Federal Employee Retirement Planning

We have completed extensive training to help with this specific need. If you are a Federal employee nearing the end...

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.

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Budgeting Analysis

One of the keys to being financially sound is to have a budget. It helps with current expenses and is...

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.

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Divorce Financial Analysis

Financial changes are a huge part of a divorce. Greenberg Financial is one of the few places in Tucson who...

Financial changes are a huge part of a divorce. Greenberg Financial is one of the few places in Tucson who has someone trained in this area. If you are going through a divorce give us a call, we can help make the financial process easier.

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