Everyone has different financial goals, objectives and unique investment needs. Your financial goals, stages of life, and tolerance for risk help define them, and finding the right combination of investments to match your needs can be confusing, especially when income taxes are considered. The team at Silverhawk Financial Planning can offer you valuable insight and guidance to the complex process of investment planning. -Asset Protection; Active Asset Management; Insurance review and analysis (life, disability, long term care, health); Portfolio Analysis; Income & estate tax reduction; Investment Advisory.
Here at The Spivak Financial Group, we are truly independent Financial Advisors with 50-plus years of combined financial planning experience. Our certifications and licenses allow us to offer a broad array of financial solutions. We work with the most respected investment and insurance providers to help you achieve your financial goals and stated objectives. We understand that pre-retirees and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income as a result of the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees or pre-retirees with similar concerns, we are in a good position to approach such challenges with experience and skills. Please note our affiliated office at: Two Bala Plaza 333 East City Avenue, Suite 300 Bala Cynwyd, PA 19004
Fee-Only Fiduciary Financial Planning for Business Owners & Professionals w/ Stock Comp
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LifeTyme Financial, LLC is an independent financial firm offering retirement and tax strategies to individuals, families and small business owners. Their passion for providing ongoing financial education, and a commitment to building long term partnerships with their clients, made them a leader in developing wealth strategies that last a LifeTyme.
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Hi, I am Mitch. I am a financial professional and I am here to help you grow your money protected from the market rollercoaster and create a sound financial strategy for all stages of your life as well as for your children, and children children's future. Prior to my career in finance I was a successful aerospace engineer, and was leading the business development and engineering strategies of some of the most reputable aerospace and defense companies in the US and Japan. Even with a Masters in Aerospace and one in Business, I still have never had the formal education in successful personal financial planning and fell prey to some market downturns. I started researching the financial strategies of the wealthy and soon learned that there were strategies available to everyone that I could massively benefit from, live with peace of mind, retire comfortably and be able to build an inheritance for my family. I became so passionate about these strategies that I went ahead and completed the Financial Training required, and became a licensed financial professional so that I may help you and many others avoid the mistakes I've made 20 years ago, and help you plan your finances wisely. I am the President of Freedom Financial and Life, and I am looking forward to meeting you and showing you how to best diversify your finances while taking advantage of some strategies that will allow you to sleep better at night.
SDV Financial is an independent wealth management firm, and our mission is to help our clients make excellent financial decisions through disciplined investment management and values-driven financial planning.
