“In the grand scheme of things, money’s not that important. It’s significant only to the extent that it allows you to enjoy what is important to you. And not worrying about your finances is critical to having a life that excites you, nurtures those
Trusted Advisor
Trusted Advisor Steven P. Margulin, CPA, CFP®, Life Coach provides three levels of service to its clients.
Gold Level of Service
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There are unique opportunities and planning strategies to consider regarding your business. Steve Margulin has been working with small business owners for over two