Ladin Tax & Financial Group

Ladin Tax & Financial Group is an independent financial services firm that helps individuals build retirement strategies. The firm uses a mix of investment and insurance products, including annuities and life insurance, and its work covers retirement income planning, tax minimization, long term care, wealth accumulation and asset protection. Michael Ladin is listed as the founder.

New clients usually start with a phone meeting or a no-obligation Customer Care Needs Analysis, which can be requested through the firm's website or by calling the office. The firm also offers a free retirement kit with three guides. Fee-based planning and advisory services are provided through Ladin Financial Group, a Registered Investment Advisor in Florida, and insurance products are offered through affiliated Ladin Consulting Group. The office is in Coral Gables, Florida.