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 of service, intended for clients with investable assets of $500,000 and above. The following services are offered to you, as appropriate, or as requested by you:
· Coaching you through the preparation of your Financial Road MapTM
· Written Financial Plan
· Yearly Financial Plan updatesMORE...

People who enjoy life and appreciate doing activities that they find meaningful. As a financial delegator, you can free up your time and headspace to, in some of our clients’ words: “take a Mediterranean cruise…decorate our house…explore hobbies…travel when I want…self-actualize…go sailing…experience other cultures …go on a bed and breakfast tour to see the fall leaves…buy an airplane and fly it… spend time with my granddaughter… get an RV and travel…buy fabric and sew. ” … MORE...