"We are committed to earning the trust of our clients and partners through responsiveness, transparency and a fiduciary mindset that always aims to put clients' interest first."
OUR
SERVICES
RETIREMENT PLANNING
With so many moving pieces when it comes to one’s retirement, why get advice in only one or two areas? By working with a CERTIFIED FINANCIAL PLANNER™, our clients benefit by having a professional advising their entire financial situation. Maximizing employer pensions, social security, and aligning investment strategies are crucial steps to pursuing success.
EXPENSE PLANNING
Whether it be college expenses or a second home, providing the professional direction towards effective accumulation is a vital step in financial planning.
TAX MINIMIZATION STRATEGIES
By carefully evaluating regular savings opportunities, employer benefits, and investment strategies, there are often opportunities to reduce potential current and future tax burdens.
ESTATE PLANNING
Through a clear understanding of how our clients assets will be distributed at death, and implementing strategies to maximize their legacy, our goal is to help avoid costly mistakes.
INVESTMENT MANAGEMENT
As independent financial advisors, we are not restricted to proprietary funds or products of any company. Through the utilization of strategic partners, we provide our clients great depth and selection of investment managers and portfolio strategies. This objective approach is pivotal in establishing and maintaining relationships that are focused on our clients’ best interest.
RISK MANAGEMENT
Uncovering and managing the risk exposure our clients’ bear is a key focus during our planning. Through insurance, we can cost-effectively transfer the financial risk of unforeseen, catastrophic events—minimizing the financial pain during often emotionally tolling times.
PARTNERS
As members of Private Advisor Group, a nationwide network of leading financial advisors, we receive personalized service, vigilant risk-management in the form of compliance and supervisory oversight, and access to a community of like-minded advisors with whom we share best practices. By outsourcing the compliance functions, we are able to focus our attention on delivering robust services and strategies for our clients. In addition, Private Advisor Group leverages the technology, trading, custodial, and clearing services of LPL Financial, the number one independent broker-dealer in the industry.*
*As reported in Financial Planning magazine, 1996-2017, based on total revenues.
ARTICLES
ABOUT US
Tel: 610-660-7757
Tel: 610-660-7794
Why Select a CFP® Professional?
Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.
We utilize state-of-the-art technology to provide convenient, secure access to up-to-date financial information. Our clients have access to their very own personal website to help them organize their financial life. They can view their personal financial website from wherever they are and on any device they choose.
Our goal is to provide you with relevant information whenever you need it with 24/7 access so you can feel confident that you’re making progress toward your goals.
Are you on track to reach your goals?
Choose a goal to see where you stand
Identify a strategy to improve
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consultation
CONTACT
US
Keith Keller
610-660-7757
Brian Michaels
610-660-7794
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