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Wealth Management

Main Line Retirement Advisors is different - we have assembled a seasoned team of multi-disciplined experts to advise you as your financial future evolves. Main Line Retirement Advisors knows that sound financial guidance involves more than simply giving advice on choosing investments. We take a more holistic approach — taking time to understand each client’s unique situation, lifetime goals, and specific needs.

5 Step Process

Whether the goal is to maintain, preserve or create wealth, Main Line Retirement Advisors guides clients of all sizes through a five-step process, which can be sequential or occur simultaneously depending on the specific goals and priorities.

  1. Tax planning for tax savings

  2. Investment planning for potentially greater returns

  3. Insurance planning to help protect assets

  4. Retirement planning for financial independence or freedom after 55

  5. Estate planning to transfer wealth to intended beneficiaries

Our firm provides continuous advice to a client (individuals and trusts, estates, non-profit organizations and charitable organizations) regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop a client's personal investment policy and create and manage a portfolio based on that policy. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background. We manage these advisory accounts on a discretionary or non-discretionary basis. Account supervision is guided by the client's stated objectives (e.g. conservative, moderate, balanced, growth, aggressive), as well as tax considerations.

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