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Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
How we help you
How we help you
About Greenfeld Financial Management
About Greenfeld Financial Management
About Greenfeld Financial Management
Jeffrey J. Greenfeld, CFP®, Investment Advisor & Financial Planner
Located in Delta, BC Tel: 604.940.8617
Profile
Join date: Feb 13, 2019
Posts (57)
Dec 10, 2024 ∙ 2 min
Life Insurance – With no medical exams!
Reduce estate taxes with permanent life insurance that require no medical exams or health questions!
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Sep 11, 2024 ∙ 1 min
The New Family Bank
Many adult children are asking their parents or grandparents for financial help. If you are becoming the family bank, here are some tips.
22
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Aug 6, 2024 ∙ 2 min
Try dreaming about retirement
Use the D.R.E.A.M. approach to build a sustainable retirement income plan.
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Jeff Greenfeld
Admin
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