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.
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:
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.
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:
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.
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