What We Do

It takes careful, attentive planning to achieve meaningful financial results.

Financial planning with a focus on retirement income:

Services for Working Families and Individuals

Careful planning methods to meet your short-term and long-term goals.

After gaining a deep understanding of your goals, and objectives, we help develop a customized financial plan that includes investment strategies that are well suited for you. Our clients look for our guidance on all of the big financial decisions they make in their lives. We are here to help with everything not just manage your money.

Contact us today for more information about how we can help you and your family.

Services for Women

Trustworthy and objective advice when you need it.

Divorce. A change in marital status can be not only emotional, but can have a dramatic impact on a woman’s financial life. Our specialized training in this area allows us to help our clients evaluate all of the financial considerations that come with a divorce. Ensuring that our clients have stable cash flows, appropriate insurance coverage and enough assets set aside for their future are basic elements of this type of planning.

Death of a Spouse. During this difficult time we assess your financial condition and how its been affected by the loss of your spouse. Immediate needs include a review of income and expenses as well as all debt. We then determine what death taxes (if any) must be addressed. Finally, we develop a long-term investment plan that will provide lifetime retirement income.

Contact us to set up a confidential appointment to discuss how we can help.

To receive the Women’s Choice Award, individuals must satisfy a series of evaluation criteria associated with providing quality service to women clients. Financial Advisors may pay a basic program fee to cover the cost of comprehensive review and client survey. Third party rankings and recognitions are not indicative of past or future investment performance and should not be construed as an endorsement of the financial advisor. For more information, go to www.WIFE.org.

For DROP participants

Expert advice at a critical time.

Helping police and fire and all other Philadelphia city employees analyze the impact of entering into the DROP program and ultimately making sound investment decisions at retirement time.

Contact us today for more information about how we can help.

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