About Louis Feldman

MISSION STATEMENT :

To help people make better retirement decisions.

Louis has a passion and desire to help others fulfill their dreams and navigate their financial lives. Louis provides income tax planning and financial planning for retirees and pre-retirees. Louis works with individuals, families, business owners, executives, divorcees, widowers, athletes, and trusts to develop and implement tax, financial and retirement planning solutions that are pragmatic, cost effective, and long-term oriented. Louis helps guide your tax and financial future through a comprehensive customized wealth management process that focuses on tax planning, as well as  retirement, estate, and overall financial planning needs. As a Certified Financial Planner™ (CFP®); Certified Public Accountant (CPA) and received the AICPA's designation of Personal Financial Specialist (PFS); and a licensed Attorney in the state of Florida, Louis is able to offer a unique perspective to clients about their financial lives, while at the same time maintaining the necessary integrity and trust that comes with twenty plus years of professional experience. 

In order to make our tax and financial planning services more convenient for our clients, we can meet with you in person, or via telephone. Our advanced web-based technology provides us the capabilities to work with you at your convenience regardless of your location. So, whether it's in our offices or via web conferencing from the comforts of your own home, we can review your tax as well as your financial goals and objectives which are important to you. Then, after we meet and review your information and goals, we can then work with you to design a tax strategy as well as a customized report called the Compass Report which guides you and your family to growing, protecting and ultimately distributing your wealth.

By combining professional experiences, Louis is able to help his clients answer these essential questions about their financial futures:

Will I ever be able to retire?
How much money do I need to invest each month?
What will my investment portfolio be worth at retirement based upon my planning assumptions?
How much money during retirement will I need/want each month after taxes?
How much money will I need to save in order to retire?
How much can I safely withdraw from my portfolio and for how long?
How can I make my nest egg last forever?
If I live a long life, will I be able to continue living in the lifestyle I am accustomed to?
What do i need to know about wills, trusts, and probate?
If I had died last night, would my assets be distributed to who I want in a tax efficient manner?
If I become disabled, how do I want to be cared for and can I afford this level of care?

Professional Memberships:

Florida Bar (member Real Property and Probate, Family Law, and Elder Law Sections)
Florida Institute of Certified Public Accountants (Elder Planning and Support Committee)
Florida Institute of Certified Public Accountants South Dade Chapter - Board of Directors
American Institute of Certified Public Accountants (Member - Persoanal Financial Planning Section)
Coral Gables South Dade Estate Planning Council - Board of Directors
Financial Planning Association
A prior adjunct Professor for the CFP® Program at Florida International University's College of Business