22 Lawrence Avenue
Suite 103
Smithtown, NY 11787

Brian E. Glickman CPA, RFC®, PFS

 
Events on Wall Street The Cycle of Investing The Facts About Income Tax

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.

 

 

Helpful Content

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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