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...

Harvard Business School has reported the amazing, phenomenal difference in life success that someone achieves who has a written plan versus someone who doesn’t. So in my firm (this is Steve talking), we start with the Financial Plan.

Won’t it be great, if, no matter what is happening in the economy, the financial markets, or the world, you have confidence going forward that you can meet your goals?

I have prepared well over 100… MORE...

…If the relationship is handled right, you’ll never have to worry about money again!

With that said, here’s what you can expect:

We’ll lead you through the preparation of your Financial Road Map™ and your written Financial Plan, and continually update it, tracking progress toward your goals.

We’ll write an “action plan,” with accountability assigned.

We’ll prepare your personal tax return and provide tax planning during the year (using a separate CPA firm of common… MORE...