Our Book Brings YOU Clients!


On June 18, Steve Pomerantz, CFP of United Capital, Financial Life Management a National Financial Planning firm with 50 offices through the United States had a two hour workshop at the Renaissance Hotel in Boca Raton, Florida. The first fifty people through the door received a complimentary copy of “Organizing Your Family Legacy” – the latecomers wanted to […]

Identity Theft: Plan Vs React!!


With over ten million individuals experiencing some form of identity theft last year, prevention is more important than ever. Countless examples of breaches of corporate security have given rise to more and more concern about protecting our personal information. Stolen lap tops, compromised firewalls and missing data tapes have placed the personal financial records of […]


Today’s Kids Have Fears About Money! According to StageofLife.com 56.4% of teens are afraid of money. For instance, worrying about how to pay for things. (More) If you have grandchildren, have you ever offered them financial advice? You should, because 85% of today’s grandchildren would likely appreciate it, according to a study by the Massachusetts Institute of […]

The Loving Gift You Leave Behind


A Gift of Love What happens if something happens to you? Every year millions of dollars in life insurance policies, bank accounts and safe deposit boxes go unclaimed because family heirs are unaware that those assets exist. Don’t let that happen to your loved ones and beneficiaries! Our book, “Organizing Your Family Legacy”, is a valuable […]