1150 Glenlivet Dr, Suite A-10
Allentown, Pennsylvana 18106
610.940.0999
Our
Services
​Our services are broad in scope and can be tailored to your requirements.  Below is a sample of the types of services we offer:
Planning - ​It all begins with a conversation.
Call us today to schedule your conversation - 610.940.0999
Website design by The Institute for Legacy Wealth Planning, LLC copyright 2016
  • Estate Planning
  • Gift and Philanthropic Planning
  • Asset Allocation and Stock Option Review
  • Annuity Assessment
  • Life /Disability/Long Term Care Assessment
  • Special Needs Planning
  • Pension Plan Design
  • Cash-flow Analysis  
  • Tax Planning
  • Risk Profile Assessment
  • Retirement Planning
  • Retirement Income
  • Survivorship Planning
  • Business Succession Planning
Our focus is on financial planning, wealth transfer, and legacy solutions.  We do not offer investment management services.  We will be happy to work with your investment management team, or provide you with some names of investment management providers.