Lehigh Valley Financial Advisors
OUR SERVICES
Wealth Strategies
Growing your wealth requires patience and foresight. With our strategic planning and asset management, we’ll help you build a successful long-term plan.
Employee Benefits
Managing your company’s retirement plan can seem complicated, but we make it easy. Our time-tested process will provide you and your employees with a very competitive, cost efficient solution. Whether it’s a 401k, Simple IRA, Cash Balance Plan or some other plan, we can help. Our service model can help the business owner address their fiduciary requirements by keeping an up-to-date and competitive plan, maintaining all ERISA compliance, and providing employees with sound financial education.
Insurance
Depending on the needs of the client, Life Insurance may play a significant role or it may be a very small role. It really comes down to the individual client’s goals and objectives. A good defense is the best offense. Let us surround you and your family with a customized insurance solution.
Annual Review
Review Overall Plan against peer group
Review Fund Lineup
Review ERISA Requirements
Service Check
Medicare
Managing your medicare benefits can be very overwhelming. From initial enrollment to annual reviews, let our Senior Health Advisors make it easy for you.
Education
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance.