Financial Planning

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Financial Planning Video Clip

Why Plan with Us?

  • NYU (‘15) MBA, emphasis in Finance and Economics
  • Nation’s Largest Independent Broker/Dealer1, there are never proprietary products
  • Fully registered and licensed to offer almost any product or solution
  • Partner at The Philadelphia Group, an established investment firm in the region

An individually tailored financial plan can help you identify if you are on track toward a successful and financially stable retirement and also lay out an action plan to improve your likelihood of success.

Those who have a written retirement plan in place had saved 3x as much in retirement assets as those who didn’t.

// Wells Fargo Study. Middle-Class Americans Face a Retirement Shutdown. October 23, 2013

The software that we use is the most popular planning software used by advisors2 and we can produce this valuable tool for you for free and with no obligation – usually we can create the plan and offer suggestions during our first meeting but more complicated situations may require more time.

1 As reported by Financial Planning Magazine, June 1996-2014, based on total revenue.

2 “The Most Popular Adviser Tech Products By Category,” Investment News, 7/29/14
Ranking is based on responses by more than 1100 advisors to an InvestmentNews survey on their technology usage and satisfaction.

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Probability metrics illustrated are hypothetical, not representative of any specific situation. Probability of success results do not guarantee attainment of goals.