“In the grand scheme of things, money’s not that important. It’s significant only to the extent that it allows you to enjoy what is important to you. And not worrying about your finances is critical to having a life that excites you, nurtures those you…
Freedom.
Trusted Advisor
Trusted Advisor Steven P. Margulin, CPA, CFP®, Life Coach provides three levels of service to its clients. Service Level I This is the highest level…
News
“I am proud to be an American. Although I can be just as proud if I paid half as much in taxes.” —Arthur Godfrey Steve…
Life Coach
There are unique opportunities and planning strategies to consider regarding your business. Steve Margulin has been working with small business owners for over two decades…