Financial Planning. Simplified.
Advanced strategies and technical insights for
financial professionals
By clicking Sign Up, you agree to our Terms and Privacy Policy.
Expert Speaking. Real Knowledge.
Jeffrey Levine is trusted by advisors, CPAs, attorneys, and institutions nationwide. As a nationally recognized speaker, he combines deep technical expertise with an approachable style to help professionals understand and apply even the most complex concepts.
Expert Consulting. Real Solutions.
Known for his technical depth and practical approach, Jeffrey Levine helps professionals develop strategies that are both sophisticated and implementable.
Expert Insights. Real Perspectives.
Explore Jeffrey Levine’s latest articles, videos, and commentary on retirement, tax, and financial planning strategies. Complex industry developments are translated into clear, practical insights you can actually use.
The Great Retirement Debate Podcast
On The Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Focus Partners Wealth, go head to head discussing critical topics in the retirement landscape.
Though they may not always see eye to eye, their end goal is to provide the good, bad and necessary information to make an informed decision. Each episode is a knockout of information leaving you, the consumer, the real winner.
Tax Planning Certified Professional (TPCP®)
The Tax Planning Certified Professional® (TPCP®) is a specialized designation The American College of Financial Services designed in partnership with Jeffrey to equip financial professionals with in-depth, tax-focused planning expertise.
Rather than concentrating solely on individual tax items or current-year strategies, the program emphasizes long-term, tax-informed decision-making to help clients minimize lifetime tax burdens and maximize income.
