Melvin B. Friedberg, P.A.    Certified Public Accountant   •   Certified Senior Advisor

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Financial Planning

Melvin B. Friedberg strives to provide superior financial planning services to achieve long term results consistent with your investment goals. Mel realizes the many differences in your risk tolerance and time horizons.  Also, you express varied levels of decision control, communication and involvement. The asset management at Melvin B. Friedberg, P.A. is custom designed to respond to how your assets are being invested and managed.

Our accounting firm based in South Florida partners exclusively with successful competitively priced fee-based asset managers. This translates into client-driven investment objectives, finding the optimal financial opportunities to improve the value of your portfolio without churning, while simultaneously optimizing tax considerations.

Mel has many years of broad-based business experience encompassing accounting, tax, management and investment advise services. You will appreciate assistance with your investment decisions. It is crucial to consult with an experienced Certified Public Accountant when you are trying to determine which financial opportunities best fit your situations. Consulting and discussing these financial planning options ensures that the money you worked so hard for will largely stay in your family rather then being siphoned by the IRS.

Mel is a very experienced CPA as well as a Certified Senior Advisor and is keenly aware of tax strategies and considerations. Mel has formed key strategic alliances with highly respected financial professionals and offers the best financial and wealth management services. These financial services include:

• Portfolio Management
Retirement Planning
• Estate and Gift Planning
• Medical Savings Account
• Life, Disability, and Long Term Care Insurance
• Annuities
• Business Succession Planning
• Trust Planning

Our clients are comfortable and confident working with us; and you will be too.