Certified Financial Planning in Exton
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.
Exton 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 Exton 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 Exton
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 Exton 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.
Exton 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.
Situated at the intersection of U.S. Route 30 and PA Route 100, Exton is a crossroads town that has roots starting in the 18th century. Thanks to its proximity to Philadelphia, the community became known as major transportation route which has contributed to its economic growth over the decades. These routes are still used by thousands of residents each day to commute into the city for work. It has become a popular destination for businesses of all sizes, from small shops in the Exton Square Mall to large corporations headquartered in nearby office parks. The median household income in Exton was $68,240 as of the 2010 census, with a population of 18,274 individuals.