We explain complicated financial topics in easy to understand language. Our financial planners have professional experience in all areas of personal finance, including investments, taxes, insurance, and much more.
As a Registered Investment Advisory Firm, we serve as your fiduciary and will always act in your best interest. Our clients benefit from results-oriented portfolios that are custom designed for their individual needs.
As an independent and fee-based firm, we pride ourselves on being able to offer practical solutions and a fresh perspective to the complicated world of investments, taxes, and risk management. For more than 15 years, we have been advising clients in the areas of retirement and pension plans, investment management, tax shelters, insurance planning, college funding, business succession strategies, and asset allocation.
Our core financial planning and investment management services are available to individuals, families and businesses throughout South Florida and the United States. If you would like to speak with us about accumulating wealth, reducing your taxes or improving your cash flow, please contact us for a complimentary consultation.
To find out more about the benefits of our services, please review our financial planning and investment management sections.
Thank you for your interest in Waxman Financial.