Trusted advisor Steven Margulin

Personal Financial Services in Albuquerque, New Mexico are available from Trusted Advisor Steven P. Margulin CPA, CFP. A Trusted Advisor is a "client first" firm offering wholistic fee-based wealth management services and Trusted Advisor Steven Margulin is one of the best.

Why use a Trusted Advisor? A person has better things to do with life than worry over details that can be handled by others and learns to delegate. In the area of financial health and well-being, the delegator ranks as the top personality type to utilize the services of a Trusted Advisor and stands to benefit the most.

Steven P. Margulin is a Financial Life Coach and Trusted Advisor who's been providing overall management of financial affairs and competent advice for over two decades. He focuses on the financial needs of those who are happy to delegate that responsibility to him. As a Life Coach, as well as a Trusted Advisor, Certified Financial Planner Practitioner, and CPA, Steven works with the whole client as a unique individual, not just with the financial aspects.

Steven Margulin offers freedom to clients of personal financial services in Albuquerque who benefit from his investment advice and tax preparation. Those looking for personal financial services in Albuquerque and have assets and investments totalling $250,000+ [excluding personal residence] may want and need ethical, professional assistance in wealth and asset management.

Trusted Advisor Steven P. Margulin, CPA, CFP, Life Coach provides three levels of service to its clients availing of personal financial services in Albuquerque and elsewhere. Service Level I is the highest level of service and is for clients with investable assets of $500,000+. Service Level II is the second level of service and is for clients with a total net worth of $250,000 to $499,999 while Service Level III is the third level of service and is for clients with a total net worth of $100,000 to $249,999. These are some of the services depending on the level of service: Coaching the preparation of Financial Road Map TM, Written Financial Plan, Yearly Financial Plan updates, Preparation of an "Action Plan," Budget Analysis, Investment Research, Investment Monitoring, Investment Re-balancing, Retirement Planning, Estate planning, Review Meetings per year, Preparation of personal 1040 tax return and New Mexico PIT [or other state] tax return, Tax Planning, Handling IRS and state tax notices Preparation of the company tax returns and filing gross receipts tax reports, Review and advice on, wills, trusts, etc. advice on house/land/business sales and purchases, as well as advice on mortgage, auto, and other financing. Other services aside from the standard personal financial services in Albuquerque include: Succession and Estate Planning, Insurance and Philanthropic Options.

Trusted Advisor Steven P. Margulin, CPA, CFP, Life Coach, guarantees complete satisfaction. If the client is not completely satisfied with his services, he will, at the client's option, either refund the price, or accept a portion of said price that reflects the client's level of satisfaction.