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Financial Expertise
Ray Greenberg, CFP®
Phone: 215.355.6100
rsg@financialexpertise.com

Tax-Sensitive
Financial and Retirement Planning


Family protection, tax planning, retirement planning and estate conservation strategies should be top priorities for individuals and families of all ages and income ranges.

We welcome the opportunity to help you ensure you have created a financial plan that insures the present for a secure future.

Latest Video Client Alert
Newsletters
  • Famous People Who Failed to Plan Properly
    It's almost impossible to overstate the importance of taking the time to plan your estate. Nevertheless, it's surprising how many American adults haven't done so. You
  • Key Retirement and Tax Numbers for 2019
    Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction,
  • Four Tips for Planning a Career Change
    Changing careers can be rewarding for many reasons, but career transitions don't always go smoothly. Your career shift may take longer than expected, or you may find
  • Women: Are you planning for retirement with one hand tied behind your back?
    Women can face unique challenges when planning for retirement. Let's take a look at three of them.
  • Can a flexible work schedule help you stay in the workforce after having children?
    Yes, it just might be the key. Your job is the foundation for general financial security, including retirement. In addition to providing you with a
    
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This communication should not be considered as an offer to sell or buy any securities, provide investment advice, or make investment recommendations. This information is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Individuals are encouraged to consult with a professional in regards to legal, tax, and/or investment issues. Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., A Registered Broker-Dealer, Member FINRA/SIPC. Financial Expertise is independent of ProEquities, Inc.

Please be advised that presently Ray Greenberg holds series 7, 24, 63, and 65 licenses in CA, FL, NJ, NY, PA, TX, VA, and WA.  For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

 


Check the background of this financial professional on FINRA's BrokerCheck.