Comprehensive Financial Planning Solutions
Helping You Pursue Your Goals & Aspirations
We specialize in creating customized financial plans that are tailored to individual needs. We believe in developing long-term relationships by being your financial consultant for life and work hard in seeking to deliver a quality client experience that will exceed your expectations.
The Facts About Income Tax
Estate Management 101
It May Be Time for a Financial Checkup
Meet Our Team

Jeffrey Schiffman, CFP®
Senior Vice President, Financial Advisor
(561) 202-8745
Jeffrey.Schiffman@lplfinancial.com

Understanding Your Estate: Critical Elements of an Estate Strategy
Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.