215-355-0989

900 Pebble Lane
Southampton, PA 18966

Huntingdon Valley

Certified Financial Planning in Huntingdon Valley

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.

Huntingdon Valley 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 Huntingdon Valley 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 Huntingdon Valley

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 Huntingdon Valley 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.

Huntingdon Valley 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 Huntingdon Valley

A small suburban village in Montgomery County, Huntingdon Valley is located along PA Route 22, and is considered a mailing address for five townships. The area has earned a reputation as having some of the highest standards of living in the Greater Philadelphia area. 90% of homes withing the township are single-family, and it has one of the the highest per capita incomes in the county. 

Check the background of this firm