Services

Analysis of current strategies and investment plans to help the client achieve his or her retirement goals.

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.

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.

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.

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.

Family records management, budgeting, personal liability, estate planning.

Analysis of financial issues with respect to living trusts, wills, estate tax, powers of attorney, asset protection plans, nursing homes, Medicaid and elder law.