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  • 1777 Sentry Parkway West
  • Bldg. 12 | Suite 205
  • Blue Bell, PA 19422
  • Ph: (610) 828-1155 | Fx: (610) 828-9335
Solutions Foundation Independence

Providing solutions for your
financial independence

The history of the Brandywine Valley dates back to the birth of America in 1776. The Brandywine Valley and its mills provided America's paper to the print shop of Benjamin Franklin in Philadelphia, as well as the paper used to print currency for the colonies, and the Continental Congress. The Brandywine Valley mills also produced the paper used to print the Declaration of Independence.

As an Independent Registered Investment Advisor, Brandywine Financial Group provides unbiased financial solutions with the power of cutting edge technology for the busy executive, professional, retiree and small business owner. Brandywine Financial Group offers Solutions for your Financial Freedom, much like the mills provided the Foundation for America's currency and Independence.

Not all financial advisors charge commissions. The advisors at Brandywine Financial Group offer you an alternative to commission-based investing: a fee-based relationship enhancing communication for both the client and the advisor. How can this fee-based relationship help to foster your financial success? It inspires real teamwork and gives you freedom - the kind of freedom you've always wanted when investing for the future. And the types of services you have always deserved.

Helpful Content

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Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

When Heirs are Imperfect

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The Great Debate Continues: Active vs. Passive

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In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

 

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

A Look at Whole Life Insurance

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To Catch a Thief

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Insurance Needs Assessment: When You're Young and Single

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Emerging Market Opportunities

What are your options for investing in emerging markets?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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