Certified Financial Planning in Bucks County
A good financial planner needs to be a good listener. I consider listening one of the cornerstones of my services. I spend a lot of time listening to clients, making sure I understand them and their short and long-term goals.
As a Retirement Income Certified Professional and a Certified Divorce Financial Analyst, I work with individuals and families to help them understand what investment options are available, to make smarter financial decisions, and to develop a comprehensive wealth management plan.
Bucks County Financial Planning Strategies
Every financial plan is unique, but we always start our clients with the same process: we listen to their needs, gather and analyze relevant information, and then implement and monitor the plan.
Our Bucks County financial planning services include investment and retirement planning, traditional and Roth IRAs, 401(k) and college savings plans, life insurance and long-term care insurance, and divorce financial planning.
I have built strong relationships with talented professionals in fields that complement my own: attorneys, CPAs and family therapists. Do not hesitate to seek a referral.
Divorce Financial Planning in Bucks County
Going through a divorce is never simple, and it’s easy for emotions to overshadow the important financial implications of the end of a marriage.
As a Certified Divorce Financial Analyst, my goal is to help clients facing a divorce understand their financial options and make informed decisions. I work with lawyers and mediators to executive effective Bucks County divorce financial planning strategies.
Services include analysis of financial information, long-term financial forecasting and development of new household budgets. I can help with divorce financial planning so you can focus on yourself and your family during what is likely a difficult time.
Bucks County Retirement Income Planning
Retirement financial planning is often a family’s biggest goal, and greatest challenge. As a retirement income planning specialist, I can help you build a reliable income strategy. I can help you address risks such as inflation, health care costs, and fundamental issues such as ensuring a lifestyle while also leaving a legacy for your loved ones.
We can work together to create a retirement plan that addresses maximum Social Security and pension benefits, long-term care needs and tax-efficient strategies for accessing cash. We can help you maintain your dignity and independence long after you retire, while still leaving something for your family.
About Bucks County
Your travel and entertainment options are nearly limitless during a visit to the 622-square-mile Bucks County, a rural and residential region known as the Greater Philadelphia area’s northern countryside. Established in 1682, the Bucks County name is a nod to Buckinghamshire, an inland county of England that was once home to William Penn. Visitors to Bucks Country can even tour Pennsbury Manor, where William Penn lived during the late 17th-century. The county is also home to 12 covered bridges, nine wineries, and countless small towns with charming main streets. In the town of Lahaska, the 40-acre Peddler’s Village is a recreation of an 18th-century European shopping village. Other Bucks County destinations include the Sesame Place theme park and PARX Casino and Racecourse, known as the state’s top gaming destination.