Brian Greenberg believes there is already enough stress and worry in our lives – why add to it unnecessarily? As a result, Brian strives to provide maximum peace of mind with minimal time, cost, worry, and risk. If you are looking for super-aggressive tax strategies, high risk to return investment approaches, and investments disguised as insurance – we may not be the place for you.
We define Peace of Mind as the intersection between Simplicity, Expertise, and Protection
Read through this website for the full range of services we offer and then contact us to set up your free strategic session. Let us evaluate your current tax situation, perform a comprehensive insurance review, and most importantly learn more about you and what needs are. In turn, we will provide you with a full analysis of your current situation and our recommendations for your financial future. Don’t wait another day – contact us now!
All tax clients of Brian Greenberg & Associates are entitled to a free annual insurance review. The biggest insurance mistake most people make is thinking of insurance as a static, one-time decision. In fact, insurance needs constantly change and should be reviewed on a regular basis.
As your life and the world around you changes, so do your insurance needs. So don’t delay – take advantage of your free review now. Call us today to set up a time that is convenient for you.
Year End Planning 2012 Webinar
“Financial Planning (or What, Me Worry?)”
This webinar focuses on year end tax and estate planning. With higher taxes a foregone conclusion, take a peak and gain financial peace of mind.
Click on the picture above to view this informative and entertaining session.
Brian C. Greenberg
1 Eves Drive, Suite 111