Financial Planning Advisors Inc

(610) 376-6334

Personalized Financial Services

At Financial Planning Advisors Inc, our skilled professionals provide services in all aspects of financial planning, estate planning, insurance, and tax planning. You can trust our experience to provide the results you require with the utmost in personal service and attention.

Browse our list of services below to learn how we can assist with your financial needs.

Comprehensive Personal Financial Planning

At Financial Planning Advisors Inc, we take pride in our comprehensive approach to financial planning. We strongly believe that sound financial planning requires an in-depth analysis of all factors that may arise in your quest to meet your financial and personal goals. Our team of experienced professionals personally meets with you to discuss finances, current needs and concerns, future goals, risk tolerance and time horizons.

During this discussion, we work together to identify your values and goals, define your investment objectives, and then develop and implement a suitable strategy to pursue those goals.

Our services alone do not make us unusual. In fact, many financial advisory firms offer some of the same services. What does make us unique is our logical and scientific disciplined approach to investing, quality of service, objectivity, and commitment to pursuing our clients` intended goals. We believe we offer the best service and solutions in our industry and are constantly striving to improve.

Through segmented planning we can address specific planning issues as timing demands. These include:

  • Retirement Planning
  • College Planning
  • Investment Planning
  • Estate Planning
  • Insurance Planning
  • Personal Transition Planning
  • Business Transition Planning
  • Elder Care Planning
  • Special Needs Children Planning
  • Budgeting and Bill Paying
  • Financial Education

Asset Management

Financial Planning Advisors Inc, is dedicated to fulfilling the investment management needs of our clients. Our team approach brings together an unparalleled level of experience, knowledge, and resources to coordinate every aspect of your financial success.

The asset management process involves helping clients identify objectives, set investment policy, implement diversified portfolios, mutual funds, or institutional money managers and monitor the investments in a cost-efficient manner.

Business Retirement Planning and Retirement Plans

  • How to Select the Appropriate Retirement Plan
  • Trustee Directed Pension and Profit Sharing Plans
  • Review Fiduciary Responsibilites
  • Retirement Distribution Strategies
  • Individual Retirement Accounts (IRA's)
  • SEP
  • Roth IRA and Conversion Planning
  • 403(b) Planning
  • Solo 401k Plans
  • Simple IRA and Simple 401k

Institutional Services

  • Foundations
  • Endowments
  • Non-profit Organizations

Insurance Planning

  • Life
  • Long-term Care
  • Fixed and Variable Annuities
  • Disability Income
  • Group Insurance Planning

Educational Planning

  • College Savings Plans (CSP) Section 529
  • Qualified State Tuition Plans (QSTP)

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Risk Management

  • Disability Income
  • Life Insurance
  • Long Term Care
  • Employee Group Benefits

Additional Services

  • Estate Planning
  • Money Management
  • Investment Policy Statements
  • Portfolio Evaluation and Performance Monitoring
  • Business Continuity Planning