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Financial and Tax Services Pottstown, Malvern, Radnor, Bala Cynwyd
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Estate Planning, IRA and Retirement Programs, Investment Management, Pottstown, PA


Retirement Planning
Everyone approaches their retirement differently and Main Line Financial Advisors collaborates with individuals and families to formulate custom plans that are realistic.

Some people focus on financial matters which, while undeniably important, should not be the only concern. Main Line Financial Advisors helps you examine the entire retirement picture. We help you through all aspects of plan design and, once a proper design has been chosen, you will want to select investments which satisfy your criteria, such as investment objectives, performance history, management, fee disclosure and risk diversification, just to name a few.


Financial Planning (top)
Main Line Financial Advisors collaborates with you to design a plan that you and your family can live with to most realistically meet specific goals for living, retirement funding, higher eduction and more.

Utilizing our unique six-step Financial Planning Process, MLFA can work with your existing professionals and utilize our powerful alliance of experts to help achieve your financial objectives.

1. Gather information:
MLFA assesses your current situation, asking the right questions and evaluating your financial universe's unique challenges and opportunities.

2. Define goals:
Together we determine your financial objectives and your time frame for reaching them. Then we help you establish your priorities.

3. Analyze data:
We create a detailed, understandable financial picture to assist you in reaching your multiple goals.

4. Create a plan:
We design a personalized financial plan including tax, investment, retirement, education, estate and risk management options, but you make the final choice on implementation.

5. Plan implementation:
We provide a prioritized "to do" list and work with you and other professionals to implement your financial plan.

6. Review and update your plan:
MLFA reviews your plan periodically to ensure it reflects changes in your life and in the marketplace.

Fees and Compensation
Main Line Financial Advisors will develop a fully comprehensive financial plan for a competitive fixed fee, or you may hire us on an hourly basis. Please contact one of our representatives for more information. Once the financial plan is established, reviews will be scheduled on a periodic basis.


Estate Planning & Trust Services (top)
Estate planning is often difficult to discuss, because it forces us to come to terms with our own mortality. Yet it is something you need to talk about openly with your loved ones today.

Main Line Financial Advisors tactfully helps you create an estate planning strategy that meets your unique needs.
 
The Benefits of an Estate Plan:
• Directs more of your net worth to your heirs
• Helps to minimize income taxes and probate fees
• Designates charitable gifts
• Declares your personal care preferences, including terminal medical treatment and organ donation intentions
• Distributes your assets as you intended
• Provides funds to cover funeral expenses, as well as possible long term care costs
• Ensures business succession
• Designates heirs


Investment & Wealth Management (top)
Main Line Financial Advisors offers investment management services for individuals and families who have neither the time nor the desire to manage their own investments.

As you define your investment objectives, we will work with you to select a portfolio and design a plan to meet those objectives.

The Advantages of Investment Management:
• Regular monitoring of investment performance
• Objective decision-making
• Regular communication
• Confidentiality from experienced advisors
• Persistent and prudent methods of investing


Tax & Accounting Services (top)
The majority of Main Line Financial Advisors' clients started with us in our role as tax advisors.

Eventually households understand the benefit of working with a professional tax team that can introduce strategy and planning throughout the year and become a reliable, consistent resource. That relationship can then evolve into other advisement services with the objective and independent Main Line Financial Advisors collaborating on your entire financial picture.

Several basic tax planning techniques can help MLFA save money for individuals:
• Shifting income and deductions
• Tax deferral through qualified plans
• Tax exclusion through proper investments
• Shifting of income among family members

Explore all of our Tax & Accounting Services




Contact Main Line Financial Advisors

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MAIN LINE FINANCIAL ADVISORS
P: 800.266.6532 F: 855.406.9546

BALA CYNWYD 160 Rock Hill Road, Bala Cynwyd, Pennsylvania 19004
MALVERN 101 Lindenwood Drive, Suite 225, Malvern, Pennsylvania 19355
RADNOR 150 North Radnor Chester Road, Suite F-200, Radnor, Pennsylvania 19087
POTTSTOWN 211 East High Street, Pottstown, Pennsylvania 19464

Serving businesses and individuals in Berks, Chester, Delaware and Montgomery Counties.

Financial Advice, Tax Planning, Investment Management

Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.
A broker/dealer (BD), investment advisor (IA) , BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s BD, IA, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by BD, IA, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s BD, IA, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. We are registered to sell investment products and services in the following states: (AK) Arkansas, (AL) Alabama, (AZ) Arizona, (CA) California, (CO) Colorado, (CT) Connecticut, (DE) Delaware, (FL) Florida, (GA) Georgia, (IL) Illinois, (IN) Indiana, (KS) Kansas, (KY) Kentucky, (MA) Massachusetts, (MD) Maryland, (MI) Michigan, (MO) Missouri, (MS) Mississippi, (NC) North Carolina, (NJ) New Jersey, (NM) New Mexico, (NY) New York, (OH) Ohio, (OK) Oklahoma, (PA) Pennsylvania, (RI) Rhode Island, (SC) South Carolina, (VA) Virginia, (VT) Vermont, (WA) Washington, (WI) Wisconsin, (WV) West Virginia, (WY) Wyoming. Advisory Services through FSC Advisory Corporation are registered in all 50 states.

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