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Client Success Stories

Business Exit Strategy and Succession

Multiple Family Business Exit & Succession

Financial Planning For Your Family

Where's The Money Going To Come From?

Game Changers

Every Move Matters

Five Things You Can Count On

The Game Changer For Your Retirement
Person A, Person B

Person A, Person B: The Game Changer Calculations Tutorial

3 Pools of Money

The Entrepreneur's Guide To Achieving Financial Freedom

Financial Trade-Offs In Retirement

Entrepreneurial Success

The Entrepreneurial Success Scorecard®

Employee Retention

Key Components of Planning an Exit from Your Business

How to Successfully Sell Your Business with Paul Bella, CPA

Life Insurance

The Three Main Uses for Life Insurance

The Good, The Bad, and the Ugly of Life Insurance

Protection, It's Critical!

Myths in Your Financial World

Myth 1 - You'll Be in a Lower Tax Bracket in Retirement

Myth 2 - You'll Only Need 70% of Your Income in Retirement

Your Children May be a Financial Wrecking Ball

How much financial help is too much and how will it impact your lifestyle?

Are your assets allocated properly for risk, reward, taxes and liquidity?

Find out how you can support your children when they need it but still support yourself in retirement

It's a VUCA World - Volatile, Uncertain, Complex, Ambiguous

Could you be better prepared to combat the threats to having an amazing lifestyle in retirement?

Have you stress-tested your current plan for your retirement cash flow? Does it meet your expectations under various scenarios?

Does you current plan focus on paying the least amount of taxes over your lifetime?

Is your current qualified retirement plan meeting all your objectives?

Could your financial plan be more tax-efficient? The compounding effect of even moderate tax savings becomes larger over time.

How holistic is your financial plan? Will you have the ability to be creative to improve your outcome?

Our Scorecards

Are You Prepared for All The Uncertainties of The Future? Invest 90 seconds with our Scorecards to find out.

Maximizing Your End Game

The Entrepreneurial Success Scorecard®

The Financial Freedom Scorecard®

The Qualified Retirement Plan Scorecard

The Family & Business Protection Scorecard

Strategic Partners

Tax Filing Concerns with Karen Tenenbaum, Esq.

Residency Tax Concerns with Karen Tenebaum, Esq.

Solution Driven Business with Stuart Gelb