Affiliated Financial Planners
Faith In Finances

CONNECT

Address:

4155 Independence Dr Suite 1
Schnecksville, PA 18078

Phone:

(484) 297-2199

Services

Investment Management 

Asset Allocation & Portfolio Construction

Fee-Based Solutions

Pre-Retirement & Retirement Planning

Individual Retirement Plans & 401k Rollovers

Retirement Income Planning Strategies

Business & Group Retirement Plans

401(k) & 403(b) Plans

SIMPLE IRA

SEP IRA

Municipal Pension Plans

Insurance & Risk Management

Term and Universal Life Insurance

Long Term Care Insuance

Disability Insurance

Annuities

Medicare Supplement / Medicare Advantage 

College Funding

529 Plans

Coverdell Education Savings Accounts

Tax Services

CPA Tax Preparation

Tax-Managed Investments

Estate Planning

Forms & Financial Document Guidance

FAFSA (Free Application for Federal Student Aid)

Government Pension & Company ESOP

PSERS & Government Retirement Forms

Account Ownership & Titling Changes

Social Security Planning & Filing

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck