The Financial Group of Philadelphia, LLC

Mission Statement

Our mission is to help people achieve their goals and dreams.  We believe through the empowerment that comes with financial education and ongoing personal attention, financial dreams do come true.  We also believe money is a  "permission slip."  It allows people the freedom to do what is important to them, to lead the lives they dream about.


 

Our Philosophy

Financial education leads to independence.  A person's life experience dictates how he or she feels about money.  Our role is to help people through the process of gaining financial freedom and independence.  We look at what is most important to people, their life values, and future goals.  We show them how they can meet those goals.  Their happiness is our satisfaction.
Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Newsletters

HOT TOPIC: What's Ahead for 2009

Economists believe the U.S. economy probably entered a recession in late 2008, but a recovery could be in motion by the second quarter of 2009. What else might 2009 have in store?

Don’t Bet Your Life on These Insurance Myths

Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.

Social Security Outlook

If your retirement is a long way off, you might want to consider the possibility that Social Security may not provide a significant source of your retirement income. Here’s why.

Protection for a Rainy Day

For a reasonable price, umbrella liability insurance policies can help close the gap between your auto and homeowners insurance policies and a potentially devastating liability claim.

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