215-355-0989

900 Pebble Lane
Southampton, PA 18966

Richboro

Certified Financial Planning in Richboro

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.

Richboro 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 Richboro 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 Richboro

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 Richboro 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.

Richboro 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 Richboro

If you’re looking for a little bit of history, visit Richboro Pennsylvania. This community, which is a part of the Township of Northampton, began as a farming community. There are quite a few Richboro buildings located on the national Register of Historic Places. Hampton Hill, also known as Bennet-Search House, is a historic home that was built around 1744. It is thought to have harbored slaves on the Underground Railroad. Willow Mill Complex is a complex of historic building. The buildings were built between 1800 and 1840.  Also be sure to see the John Thompson House and Twin Trees Farm. Have a bite to eat at one of the many fantastic restaurants throughout the town!

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