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Our Services

At The Ferber Group providing optimal service to our clients is our first priority.  We do this in a variety of ways, some of which are listed below. 

Individual & Family Life Planning

Retirement and Financial Life Planning

Retirement planning is more than just ensuring you won’t outlive your money. It also involves the timing of benefits, including Social Security, and – beyond the money aspects – it’s about how you will make your retirement years personally fulfilling and enjoyable. 

Education Funding

Identifying the right mix of education funding programs and maximizing their use is a complex and confusing process, but there are ways for families of any income level to effectively save for college.

Estate Planning

We’ll help you consider choices you can then implement with your attorney. It may involve naming a guardian for minor children, making provisions for dependents with special needs, addressing medical directives and other end-of-life considerations, and help determine when a trust is appropriate.

Value-based Goal Setting

Your goals and values are the foundation on which your personal financial plan is built.   Everything else is coordinated so that you can achieve your goals while remaining true to your values. 

Portfolio Analysis

Tax planning helps to lawfully structure your income and take advantage of the adjustments, deductions, and credits for which you qualify so that you pay only what you owe when you owe it.

Tax Planning

Tax planning helps to lawfully structure your income and take advantage of the adjustments, deductions, and credits for which you qualify so that you pay only what you owe when you owe it.

Charitable Gifting

We discuss and explore your long-term charitable wishes and how to best implement them in a tax-efficient manner.

401(k) & Retirement Planning

Business Owners

We help develop the appropriate corporate retirement solution for you and your team.  Review existing retirement plans such as 401(k) plans, and provide cost-analysis comparison.  Provide continuing Employee Education at least once a year, with quarterly mini seminars if desired.  Provide Plan Sponsors with a yearly Fi360 Plan Summary.  Assist in the buy-sell planning process.

Current Retirement Plan Analysis

We compile your investments and analyze each for costs, tax efficiency, performance, risk, and diversification.  We help you understand what you are invested in and how your current investments match-up to industry standards. 

Employee Plan Participant Retirement Income Calculator*

Risk Mitigation Planning

Risk Management & Life Planning

Determining what risks, you face, how to protect yourself, and understanding how to maximize insurance and employee benefits packages are all vitally important facets of your financial security.

Estate Planning

We’ll help you consider choices you can then implement with your attorney. It may involve naming a guardian for minor children, making provisions for dependents with special needs, addressing medical directives and other end-of-life considerations, and help determine when a trust is appropriate.

Charitable Gifting

We discuss and explore your long-term charitable wishes and how to best implement them in a tax-efficient manner.

Helping You Through the Journey of Life

 

Put You & Your Family in Good Hands