Ron Birnbaum has been an independent financial advisor since 1993. He specializes in estate and financial planning for high net worth clients while implementing tax efficient strategies.
His knowledge of financial planning topics extends to qualified accounts (401k, SEP, IRA, Keogh, Roth IRA, etc.), alternative investments, retirement planning, reducing taxes, income generation, and Real Estate securities. Ron’s experience in estate planning helps clients to navigate through decisions regarding retirement assets while also creating a living legacy for their heirs. In addition to being a Massachusetts licensed insurance agent, Ron has also been providing 1031 replacement properties for his clients since 2003. He has formulated an investment platform that allows his clients to invest as institutional investors do, in a variety of non-traded securities which many advisors do not have access to. His Modified Endowment Program allows clients to invest in similar assets to Institutional Investors.
What I attribute to the Success
of Creative Wealth Advisors, LLC:
- Unparalleled Commitment To Clients
- Creative Investing according to our economic climate – we pick the asset classes that should perform best in the coming economic environment.
- Modified Endowment Program
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