Financial Planning

Financial Planning The goal of RotenbergMeril’s financial planning services is to help clients keep more of what they have earned. Our dedicated team is skilled at finding opportunities to minimize or defer taxes using the latest techniques available. We stay up to date with the ever-changing and increasingly complex tax laws.

Our financial planning services are focused on the growth of your portfolio.

We provide guidance in the following areas:

  • Personal financial planning
  • Tax planning and compliance
  • Insurance and estate planning
  • Retirement and college cost planning
  • Pension and profit sharing plan
  • Wealth transfer and planning
  • Asset protection