The Financial Consultants

Listen to The Financial Consultants with Birnbaum and Burwick weekdays from 7-8 AM on The Business Station AM 1060 WBIX!
 

(888) 677-7977

thefinancialconsultants@paylesstaxes.org

     
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For many Americans, arranging their finances and making the right financial decisions including who to turn to for help is a confusing and time-consuming process.

The Financial Consultants is home-based in the Greater Boston area with a network of well-qualified, independent financial professionals with offices throughout Massachusetts and with years of experience in helping people achieve their personal financial goals.

We will provide a complimentary consultation that will assist you in making the proper financial decisions in planning for your financial goals; including tips to reduce your income taxes and investment advice to complement your personal & retirement portfolio.  We'll help you structure the right kind and amount of insurance tailored to your specific needs; and advise you in smart estate planning. We will help you select the appropriate wills and trusts for your family or business.  As your "financial doctor" we will provide you with a "fiscal checkup" to determine your needs and to structure a personalized financial plan tailored to help you meet your financial objectives.

For residents throughout New England, call toll free at (888) 677-7977 to schedule a complimentary meeting with a professional financial advisor in your area who can help you plan your financial future.

Prior to scheduling a complimentary meeting, we will send you a PERSONAL FINANCIAL GUIDE which, once completed, will allow you and your financial advisor to focus on your individual financial objectives.

Click HERE to go to the online "Find An Advisor" form.

bulletMr. Birnbaum is registered in all the New England States (MA, VT, NH, ME, CT, RI), Florida (FL), Colorado (CO) and California (CA).
bulletTenant-in-Common and 1031 Real Estate Exchange investments are limited to accredited investors.  An accredited investor is one who either:
bullethas a net worth of at least $1,000,000 or
bullethas income of at least $200,000 ($300,000 combined income if married) in each of the last two tax years with expectations to make that much in the current year. 
bulletAs with any real estate investment, there are various risks including, but not limited to: loss of principal, variations in occupancy which may negatively impact cash flow, illiquidity, and limits on management control of the property.
bulletSecurities are offered through: Advisory Group Equity Services, Ltd., Member FINRA/SIPC, 161 Ash Street, Suite D, Reading, MA 01867 (781) 942-5070 . Investment advisory services are offered through Trust Advisory Group, Ltd., a Registered Investment Advisor.

Copyright© 2005-2008 by Ronald D. Birnbaum.  All rights reserved.

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