Understanding Today’s Financial Environment
Welcome to Jack B. Murad, CPA, MBT Financial Services, a Comprehensive Wealth Management & Tax Services Firm located in Agoura Hills, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
As a Comprehensive Wealth Management & Tax Services Firm, we have almost three decades of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Contact Us
We are a team of experienced professionals, ready to help with your financial issues and concerns.
Learn More
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
Learn More
Helpful Content
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Debt Stress
There’s a link between debt and stress.
View all articles 
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Saving for College 101
Here’s a crash course on saving for college.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?