215-355-0989

900 Pebble Lane
Southampton, PA 18966

Newtown

Certified Financial Planning in Newtown

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.

Newtown 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 Newtown 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 Newtown

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 Newtown 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.

Newtown 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 Newtown

Visit Newtown to experience small-town culture with a long history! William Penn had dictated Philadelphia as his “great town.” It is believed that in 1682, when he was traveling north, William Penn came upon a group of trees that bordered a creek flowing to the Delaware River and declared that this area would be his “new town.” The town features architectural styles from all the periods since its beginnings. The Historic District was established in 1969, enlarged in 1976 and again in 1985.  When visiting Newtown, be sure to stop by the Half Moon Inn Museum and go on the Historic Walking Tour. In 2011, Yahoo! Travel ranked Newtown as #7 in their annual Coolest Small Towns in America list.

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