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Our Services

In medicine, early detection is the key. We feel the same applies to financial issues—early detection usually allows a wider range of possible solutions. Today’s idea of retirement is changing; people are living longer and are more active. The financial demands of life’s challenges can be overwhelming. The Financial Group of Philadelphia helps you navigate financial issues so that you can do the things you love. We explain choices in plain English, and implement strategies that can help you simplify your financial life.

The Financial Group of Philadelphia’s education-oriented process helps you to achieve long-term financial confidence. You gain confidence from understanding your finances and then we coach you on suitable ways to get from where you are today to where you want to go.

Our team approach enhances the education process and delivers personal service. We coordinate with your other advisors so that an accurate, comprehensive strategy can be put into action. Because your finances touch on so many areas – investing, tax, insurance, retirement, estate planning – think of The Financial Group of Philadelphia as your quarterback. Working with your attorney, CPA and other professionals to coordinate all aspects of your financial affairs, we help you to create your “Board of Directors”.

With education comes financial independence. There is no time like the present to put a realistic strategy into action. By seeing the whole picture, the Financial Group of Philadelphia can provide advice on all aspects of your financial life.

  • Create a predictable income stream for a comfortable retirement that addresses the risk of outliving your assets

  • Build a nest egg to help meet expenses through your 70’s, 80’s and beyond

  • Leave a legacy for the next generation

  • Organize and simplify your various plans, accounts, policies

  • Fund education accounts for children

There’s More to Your Retirement Future than Investing

Retirement is supposed to be your “Golden Years”. For many retirees though, it becomes a scary time of life. At The Financial Group of Philadelphia, our goal is to create a retirement plan you’ll feel good about and have confidence in, by managing changes in your financial situation and monitoring assets you rely on for income. We are here for you and can help with the following areas that are critical when developing your retirement strategy:

  • Ensuring your loved ones can be cared for with life insurance coverage

  • Long Term Care insurance in the event you and your spouse ever need nursing home care or long-term care in your home

  • Social Security

  • Using trusts to ensure your assets are passed to your heirs as you wish

  • Tax efficient strategies for inheritance and income

  • Ensuring IRA beneficiaries are properly assigned for tax efficiency

  • Managing the risk of outliving your assets

From Accumulation to Retirement Income, Everything Changes the Day You Retire

That’s when you turn your nest egg into a sustainable retirement income stream. The best time to start that process is before you need the money because how and where you save will have a direct impact on how you tap into those assets when you need them.

  • We’ll design a plan for cracking open your nest egg based on your current and future needs

  • We’ll help you prioritize your savings among taxable and tax-deferred options

  • We’ll help you decide when and if to roll your 401(k) into an IRA

  • Organization of existing IRA and retirement accounts

  • Assistance with Social Security and Pension options

Estate and Trust Solutions are Not Just for Wealthy People

It’s never too soon to begin planning for the efficient transfer and distribution of your assets, no matter what the size of your total estate or how much money you have. Tax laws are complicated. How you manage your assets today will have a direct impact on your heirs. Families barely agree on everything. Money is often a source of family arguments and turmoil. It does not have to be. A personal strategy to address your unique family issues can be addressed. We can:

  • Design trust strategies to protect your estate from unnecessary fees and taxes

  • Provide ongoing care for elderly parents or special-needs children

  • Develop a strategy to pass on your successful family business without burdening your heirs with potentially crippling tax liabilities

  • Work with your personal or a qualified estate and tax attorney to have proper documents drafted and ensure “up to date” documents are in place

Our Services Include:

  • Retirement/Career Change Income Options
  • Disability Income Analysis
  • Estate Transfer
  • Education Funding
  • Fixed income investments
  • Mutual funds
  • Life insurance
  • Annuities
  • Disability Income Insurance
  • Long Term Care
  • Qualified Plans
  • 529 Plans
  • Traditional and Roth IRAs

For a personal consultation, contact us at 215-396-3312

* Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

* Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

* Financial Group Of Philadelphia, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  215-396-1500