With more than 30 years combined experience, we take pride in offering our clients practical solutions to the complicated world of investing, insurance, and tax planning. Our clients include individuals, families, trusts and businesses throughout South Florida and the United States.
Waxman Financial is an independent, private, fee-based firm, with no affiliations to a broker-dealer. We believe our clients, and consumers in general, should know how their financial advisors are being compensated. That’s why we take internal measures to ensure total transparency, and take the time to make sure our clients truly understand what they are being charged.
Our team has extensive experience advising clients in the areas of retirement and pension plans, tax shelters, insurance planning, college funding, asset allocation, and business succession strategies. It is our goal to help our clients and their families accumulate wealth, reduce their taxes and improve their cash flow in order to live a more comfortable and confident life.