Financial Planning.
Simplified.

Recent News

The Tax Cuts and Jobs Act’s Impact on Roth IRA Conversion Planning

One of the greatest retirement account benefits in the entire tax code was dealt a death blow by the Tax Cuts and Jobs Act (TCJA). Prior to the law’s enactment, [...]

Read More

How the Tax Bill Will Affect Three American Families

Most Americans will get a tax cut next year under the plan Congress recently passed, but figuring out exactly how much your family will save is tricky. Jeffrey Levine shares [...]

Read More

Hannity: Trump created a blueprint for victory

Sean Hannity shares Jeffrey Levine’s insights on how the tax cuts will impact American families.

Click here to watch the full segment.

Read More

Speaking

Secure nationally-recognized dynamic speaker, Jeffrey Levine, to inform and entertain at your upcoming event.

Learn More

Consulting

Get the expert guidance you need to minimize taxes and maximize impact for your financial business.

Learn More

WHETHER YOU ARE:

A financial advisor seeking to expand your knowledge, an entertaining and informative speaker for your clients and prospects, or seeking support or consulting for complex cases;

A financial institution or organization seeking professional training or an impactful speaker for an upcoming event;

Someone who wants to understand the latest financial industry news, trends and fundamentals to improve your bottom line…

You have come to the right place! With a dedication to the ongoing mastery of the latest and most advanced tax, investment and financial planning concepts. Jeffrey Levine is widely-recognized within the financial industry for his distinct ability to translate complex concepts into relatable, actionable knowledge.

Contact

Interested in learning more about Jeffrey Levine’s consulting or speaking services?

Complete the form below and let us know how we can be of help!

  • This field is for validation purposes and should be left unchanged.