215-355-0989

900 Pebble Lane
Southampton, PA 18966

North Wales

Certified Financial Planning in North Wales

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.

North Wales 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 North Wales 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 North Wales

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 North Wales 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.

North Wales 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 North Wales

The past and present meet in the Borough of North Wales. This is the oldest of the North Penn boroughs. North Wales is a small community located between Philadelphia and Allentown. Head on over to the North Wales train station when you want to visit the surrounding towns. This is a proud community, and the vintage architecture adds to the charm.  From library hosted book clubs to dining out and joining sporting clubs, there is surely an enjoyable activity for everyone. Also, check out any and all of the seven parks located in this friendly borough. We know you’ll love North Wales!  

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