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Ronald D. Birnbaum, CLU, ChFC, CASL™ has been in the
financial services and estate planning industry since 1992. His firm
specializes in estate and financial planning for high-net worth clients. Ron
helps his clients enhance their wealth while avoiding paying unnecessary
taxes - reducing income taxes, capital gains taxes, and estate taxes. |
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| Ron specializes in investments only open to accredited
investors (e.g., private placements only available to those with a net
worth over $1,000,000). |
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| Ron has considerable expertise in helping his clients
increase their income in a tax-efficient manner. Investing for
trusts especially utilizes these skills. |
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| A critical component of his practice is helping clients
analyze their investment real estate holdings. Some of his clients
have more than doubled their income from real estate while eliminating
property management responsibilities. |
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| Ron's expertise includes helping people invest
creatively using qualified money (401K, SEP, IRA, KEOGH, etc) through
Self-Directed IRAs. |
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| Ron has earned many of the most advanced
designations in the industry, and is a member of the Boston Estate
Planning Council and the
Society of Financial Service Professionals. |
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| Ron is a Chartered Advisor for Senior
Living® (CASL™) by The American College. CASL™ is the first professional
designation from a fully accredited, nonprofit educational institution to
focus exclusively on the unique needs of mature clients. Developed with
input from a panel of industry professionals, the designation provides
advisors with comprehensive knowledge on the full range of financial,
health, psychological and sociological issues confronting older clients. |
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| Ron is a charter member of the Tenant-in-Common
Association where he serves on the Legislative & Regulatory Committee. |
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| Ron is in demand throughout the country as an expert
speaker on Real Estate Securities (REITs, TICs, Oil & Gas) and 1031 exchanges.
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| Ron holds an agent Real Estate License from the
Commonwealth of Massachusetts, and
NASD Security registrations 7, 63, & 65. |
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| Ron's firm is in Newton MA. He has
clients throughout
the United States. In his spare time, Ron is
an avid golfer and accomplished chess player. |
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