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

Personal Financial Planning Solution

At Brandywine Financial Group it is our belief that careful and continuous planning is crucial to the long-term success of our clients achieving their financial goals. Our solutions based Financial Planning Process provides clear direction yet is flexible to respond to changes in markets and family circumstances. Our Financial Planning Process includes an investigative analysis of your current structures and strategies. We analyze your investment portfolios, project cash flow, assess your tax situation, and review your estate plan. Our goal is to uncover gaps that may exist between your objectives and financial structure currently in place.

Our solutions based Financial Planning Process includes:

  • Wealth accumulation and planning strategies integrated between personal assets and the optimal use of company benefit programs
  • Retirement & Investment Planning - Develop an investment strategy that helps meet retirement needs while preserving capital and minimizing volatility
  • Education Planning
  • Risk Management - A fancy word for insurance: to ensure you have the right types, and the right amounts for the right reasons
  • Tax planning and reduction strategies
  • Distribution Planning
  • Estate planning: Providing an orderly transition of your estate to your heirs