Greenberg and Rapp Financial

Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners

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(973) 434-8170Call Visit WebsiteVisit Website Map & DirectionsDirections120 Eagle Rock Ave Ste 330East Hanover, NJ 07936 Write a ReviewWrite Review

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Places Near East Hanover with Financial Planning Consultants

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Other Link: http://www.greenbergandrapp.com
Categories: Financial Planning Consultants, Annuities & Retirement Insurance Plans, Financial Planners, Insurance, Investment Advisory Service, Investment Management, Retirement Planning Services, Taxes-Consultants & Representatives

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Phone: (973) 434-8170

Address: 120 Eagle Rock Ave Ste 330, East Hanover, NJ 07936

Website: http://www.greenbergandrapp.com

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Greenberg and Rapp Financial

Tax Planning
Whether you’re a professional athlete or entertainer, we have the knowledge and experience to enhance your legacy. Our services include investment management, tax planning, risk management, disability insurance, and more. We’ll work with you to develop a comprehensive roadmap that accounts for your current and future income streams, as well as any unique challenges or opportunities that may arise.
Estate Taxes
Income Tax
Tax-advantaged access to policy cash values. Please keep in mind loans and partial withdrawals may decrease the death benefit and cash value and may be subject to policy limitations and income tax.
Capital Gains Taxes
Private Placement Life Insurance (PPLI) is a tax-eliminated investment strategy that gives sophisticated investors access to any asset class and investment strategy without the performance drag of income / capital gains taxes.

Investment Management
At Greenberg & Rapp, our Leadership Team has over a century of experience servicing Ultra High Net Worth Families and their unique needs. We stay on the cutting edge of investment ideas, products, and tax legislation to meet the investment management and estate planning needs of our clients.
Wealth Management
At Eagle Rock Wealth Management, we understand that as professional athletes and entertainers, you have unique financial needs that require a specialized approach. That’s why our team is dedicated to providing with tailored solutions that fit your specific goals and aspirations.

Financial Planning
Financial planning is an ongoing process, defined and directed by your personal and financial needs and goals, as well as your values. We believe that by taking the time to identify your objectives, you are more likely to develop a sound and workable financial plan which will enable you to achieve your most important aspirations in the future. Financial goals, such as a child’s education, safeguard your assets, and the transfer of wealth on to heirs, may be similar for most people; however, your values and unique situation may require a more personalized financial planning process, specific to variables, such as your income, risk tolerance, commitments, and family.
Retirement Planning
The complex tax and legislative environment surrounding retirement planning only compounds the confusion. With qualified plans, such as IRA, pension, profit sharing, and 401(k) plans, the timing and amount of withdrawals are critical in order to avoid additional tax penalties. And if you have accumulated significant qualified plan assets you may face additional problems, including the “Double Tax Dilemma,” where the government can tax these assets twice. To guide you through the complexity of retirement planning, our team will...
Annuities
Private Placement Life Insurance is an unregistered securities product and is not subject to the same regulatory requirements as registered variable products. As such, Private Placement Life Insurance (or Annuities) should only be presented to accredited investors or qualified purchasers as described by the Securities Act of 1933.
Long Term Care
Long term care is usually defined as a chronic condition for which an individual requires assistance with his or her usual activities of daily living (ADLs). ADLs are commonly defined as eating, dressing, bathing, toileting, maintaining continence, and transferring from bed to chair. When an individual needs physical assistance or verbal reminders to perform his or her ADLs, they are generally classified as needing long term care, whether they need the assistance occasionally or full-time.
Asset Management
We study a family’s entire financial footprint, focusing on tax drag and asset allocation, as these factors are the most critical in maximizing investment returns over a lifetime.
College Funding
Asset Protection
Wed. November 17 | 10am PT Asset protection is commonly used to mitigate the effects of future creditors, lawsuits, and other liabilities. Jay Adkisson, attorney and Managing Partner of Adkisson Pitet LLP, explores current planning trends and how life insurance can be an effective asset protection tool when used within trusts and advanced estate planning […]

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