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
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The earlier you start pursuing financial goals, the better your outcome may be.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Understanding the economy's cycles can help put current business conditions in better perspective.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
When considering life insurance, it's important to understand your options.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Peer-to-peer payment apps are one of the newest ways to send money.
Learn about cyber liability insurance in this entertaining video.
Here’s a crash course on saving for college.