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.
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We are a team of experienced professionals, ready to help with your financial issues and concerns.
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Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Helpful Content
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?
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Saving for College 101
Here’s a crash course on saving for college.