The Financial Group of Philadelphia, LLC

Our Philosophy: You deserve assistance from someone who cares. Before we look at a single figure, investment, or policy, we learn everything about YOU—where you grew up, your family life, your values, and your particular needs and desires. Only then have we earned the right to learn more about your particular financial picture. Rather than showing fancy video projections or complex printouts, we explain decisions—and their implications—in plain English. In fact, our idea of a fancy graphic is a drawing on a piece of notebook paper that anyone can understand. We work hard to help make your life simpler.

The Financial Group of Philadelphia helps provide targeted, personal financial and investment advice to a broad variety of individuals and businesses. Our carefully selected team, with more than a century’s cumulative experience, works closely with you to offer specific strategies and solutions about these areas and more:

  • Retirement-Income Investments
  • Retirement Income Protection and Preservation During Career Transition.
  • Qualified plan analysis (review)
  • Early Corporate Retirement Strategies
  • Transition from Full-time Work to other Activities
  • Guaranteed Income Strategies for retirement
  • Tax-Protected Strategies for High-Performing Professionals

Utilizing these specific tools, and more:

  • Estate Tax Insurance
  • Traditional, SEP & Roth IRAs
  • Annuities
  • Qualified Plans
  • Life Insurance
  • Mutual Funds
  • Disability Income Insurance
  • Long-Term Care Insurance
  • 529 College Saving Plans
 

Join our community of satisfied clients. Give us a call today at (215) 396-3312. We would be happy to talk to you directly about your specific questions.