About Waxman financial
Waxman Financial: Your Trusted Partner in Financial Planning and Investment Management
Waxman Financial is a registered investment advisor that provides comprehensive financial planning and investment management services to individuals, families, and businesses. With over 20 years of experience in the industry, Waxman Financial has established itself as a trusted partner for clients who seek personalized solutions to their financial needs.
As a certified financial planner, Waxman Financial offers a wide range of services that are tailored to meet the unique needs of each client. Whether you are planning for retirement, saving for your children's education, or managing your investments, Waxman Financial has the expertise and resources to help you achieve your goals.
Retirement Planning
One of the key areas of focus at Waxman Financial is retirement planning. The firm understands that retirement can be an overwhelming prospect for many people, which is why it offers customized solutions that take into account each client's unique circumstances. From assessing your current financial situation to developing a comprehensive plan that addresses all aspects of retirement planning β including income sources, expenses, taxes, healthcare costs and more β Waxman Financial will work with you every step of the way.
Investment Management
Another area where Waxman Financial excels is investment management. The firm takes a disciplined approach to investing by focusing on long-term goals rather than short-term market fluctuations. By using sophisticated tools and techniques such as asset allocation strategies and risk management techniques β along with rigorous research and analysis β Waxman Financial helps clients build diversified portfolios that are designed to weather market volatility while achieving their desired returns.
Certified Expertise
At its core, what sets Waxman Financial apart from other firms is its commitment to providing expert advice based on sound principles. As a certified financial planner (CFP), founder David M. Waxman brings extensive knowledge in areas such as tax planning strategies; estate planning; insurance analysis; cash flow analysis; debt management; college funding options; charitable giving; and more. This expertise is complemented by a team of experienced professionals who work together to provide clients with the highest level of service.
Conclusion
In summary, Waxman Financial is a registered investment advisor that offers comprehensive financial planning and investment management services to individuals, families, and businesses. With its focus on retirement planning, investment management, and certified expertise in all areas of finance β including tax planning strategies; estate planning; insurance analysis; cash flow analysis; debt management; college funding options; charitable giving β Waxman Financial is well-positioned to help clients achieve their financial goals. Whether you are just starting out or looking for ways to optimize your existing portfolio, Waxman Financial can provide the guidance you need to succeed.