Welcome to Brian E. Glickman CPA, RFC®, PFS, The Investment Center
Planning for your financial future is something that can be a daunting challenge. First and foremost, there is the task of finding a planner with the credentials, knowledge and professional expertise to address your goals.
A CPA who is also a Financial Planner is in an ideal position to understand your current financial situation. He is specially trained to help you prepare for the future by providing objective and independent advice that will enable you to make informed decisions. CPA's have been ranked among the most valued and respected professionals for more than 125 years in terms of consumer trust and confidence.
Only individuals who have passed both the rigorous CPA exam and the PFP Exam or have met various experience requirements receive the designation of PFS, Personal Financial Specialist. A CPA is required to obtain forty hours of Continuing Professional Education annually to maintain their license. Holders of the PFS designation are required to have sixty hours every three years, of CPE focused exclusively on financial planning topics.
CPA Financial Planners can provide the full range of services that will help you on your path to retirement. These services can include estate and retirement planning, investments, insurance, college planning and tax preparation. Since all aspects of personal financial planning have tax implications, the PFS professional has the experience, ethics, knowledge and expertise to successfully focus on them.
I look forward to showing you the difference that a CPA, PFS, Personal Financial Specialist can make in addressing your current and future financial goals.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you explored all of your choices when it comes to managing your taxable income?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
$1 million in a diversified portfolio could help finance part of your retirement.