Wealth Management, Inc. (WMI), a member of the National Association of Personal Financial Advisors (NAPFA) and The Garrett Planning Network, Inc., provides objective, Fee-Only financial planning services to a wide range of clients who come from all walks of life and backgrounds. Kevin Brosious, is the founder and president of Wealth Management, Inc, a Fee-Only financial planning and Registered Investment Advisory firm. Kevin is a CFP® practitioner and has held the CFP® designation since 1992. Kevin is also a CPA, licensed in the state of Pennsylvania since 1989 and a member of the American Institute of CPAs and the Pennsylvania Institute of CPAs. In addition, he is a Personal Financial Specialist - CPA/PFS . A CPA/PFS can only be acquired by CPAs who are AICPA members (binding them to the Code of Professional Conduct), have a minimum of 1,400 hours of financial planning business experience.
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As a Personal Financial Representative in Allentown, Ive gotten to know many local families. I understand that when it comes to preparing for your financial future, each persons needs are unique. Thats why when you contact me at my Allentown office, youll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Allentown, PA area, Jason Johnson will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
The advisor listed is an Ameriprise financial advisor in Wescosville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions I'll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won't. Why? Because your vision of the future is unique and I'm committed to helping you achieve it. Let's start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.
Since 2008, weve been helping individuals, families, and businesses forecast their future risks and develop plans through insurance that will protect their most valuable assets and financial future. While everyone wants a prosperous future, not everyone takes the steps and time to achieve it, and that step is simply making the first call. With a quick, no-obligation call, we can analyze your current situation, and develop a plan that fits your needs, and budget.
Englebert Financial Advisers provides portfolio management services and custom financial plans for investors of all ages. It is providing an easy-to-understand business model, fee transparency, and excellent client service. They believe that an approach based on extensive market research is better suited to client needs. It offers services like retirement planning, life insurance, income tax services, financial planning, investment management, debt management, estate planning, education planning, and more.
