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We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
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Your future is worth it
Here at Main Line Financial Advisors we take a different approach - We know that sound guidance does not just involve simply giving advice on choosing investments. This is why we chose to take a more holistic approach. We know that each client is unique, and therefore we develop a custom strategy for every person on an individual level based on their changing needs and complexities. We have assembled a seasoned team of multi-disciplined professionals who focus on a defined process to advise and guide you as your financial future evolves.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
For some, the social impact of investing is just as important as the return, perhaps more important.
Four vacation destinations you might never have thought of.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Is your estate in order? This short quiz may help you assess your overall strategy.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The market is as unpredictable as the weather. We’d love to help you prepare.
How do the markets usually react to elections? Was the 2016 election any different?
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
Do you know how to set up your financial goals for success? This knight does.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.