| |
|
Schuylkill
Financial focuses on presenting our clients with a comprehensive
financial plan that includes an analysis of one or more
of the following areas:
PERSONAL:
Family records management, budgeting, personal liability,
estate
planning.
EDUCATION: Education IRAs, financial
aid, state savings plans (529s), grants and general
assistance in preparing to meet dependent's continuing
educational needs through development of an education
plan.
TAX & CASH FLOW: Income tax and
spending analysis and planning for past, current and
future years. Schuylkill Financial will illustrate the
impact of various investments on a client's current
income tax and future tax liability.
DEATH & DISABILITY: Cash needs
at death, income needs of surviving dependents, estate
planning financial analysis and disability income analysis.
RETIREMENT: Analysis of current strategies
and investment plans to help the client achieve his
or her retirement goals. |
| INVESTMENTS:
Analysis of investment alternatives and their effect
on a client's portfolio. Investment research,
selection, and monitoring are of critical importance.
Our research technologies and process aid us in
our analysis of a multitude of investments; stocks,
bonds, options, Real Estate Investment Trusts (REITs),
mutual funds, Electronically Traded Funds (ETFs), and
alternative investments are all available if suitable. |
ESTATE:
Analysis of financial issues with respect to living
trusts, wills, estate tax, powers of attorney, asset
protection plans, nursing homes, Medicaid and elder
law.
INSURANCE: Review of existing policies
to ensure proper coverage for life, health, disability,
long-term care, liability, home and automobile. Our
insurance platform gives us the greatest flexibility
in comparing policy costs and benefits among the many
insurance providers available to us.
|
|
|
|
