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Phoenixville, PA 19460
(610) 560-2003

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It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Our process, built around your milestones

Without any conflicts of interest, your needs are put first.

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We are changing the way financial advice is given. We specialize in retainer based financial planning with no assets required to become clients. This is unique for the financial services industry and allows all asset platforms to be utilized to help a client reach their goals. Flat fee, annual retainer, with NO assets required to be managed by us. Sometimes where you have your money is where it might belong but that doesn't mean you don't need advice you can trust. Our clients like our CFP® lead planning and the no-conflict with product sales advice.

What's in it for me?

As you get more successful, life gets more complicated.  Our mission is to make it simpler so you can focus on what's important to you.

What do High net worth retirees, working executives, and business owners want?

  • integration of the advice of their various "experts"
  • an accurate, real time dashboard of where they are. 
  • the information to make better decisions
  • advice that is not tied to buying  products
  • a true, TRUSTED advisor
  • their money in the "best place" without being forced to move it to a new advisor. 
  • sophisticated real world solutions for someone with their financial resources
  • access to the programs and strategies that are suitable for them
  • retainer based planning,
  • flat fee, annual bill
  • no push towards product based commissions
  • no required assets to be managed.

Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

 

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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