Certified Financial Planning in Yardley
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.
Yardley 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 Yardley 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 Yardley
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 Yardley 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.
Yardley 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.
Come visit this thriving, historic community! Yardley is one of the oldest towns in Bucks County—it was established in 1682 when William Yardley bought the land. However, the village did not start developing until the early 19th century. There are many things to do when you visit this fun township. Visit Core Creek Park and enjoy 1200 acre of public land, including a lake for boating, trails for hiking, biking, and horseback riding, playgrounds, ice skating, and picnicking. You could also go to the Gallery at Afton pond or see a show at the Tyler Park Center for the Arts. You are sure to stay busy in this town!