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Alderfer Financial Planning LLC
Fee-Only financial planning and advice on an hourly, as-needed basis. Member: The Garrett Planning Network. Located in Wyomissing, PA.
| Address | 2 Edgedale Court Wyomissing, PA 19610 |
| Phone | (610) 670-8780 |
| Website | www.alderferfinancial.com |
Financial Planning and Advice....
The New Choice for Smart ConsumersTM
Your financial objectives may be to:
Ensure retirement income
Reduce the burden of taxes
Minimize the effects of inflation
Create and preserve personal wealth
Maximize wealth transfer
Establish charitable legacies
Reduce the risk of financially devastating events
Foster peace of mind through proper planning today
To help you reach these goals, our services include:
Personal Financial Planning
Retirement Planning Strategies
Lump Sum Distribution Advice
Life, Disability, or Long-Term Care Insurance Needs Analysis
Second Opinion on Investments or Current Financial Plan
Financial Seminars for Military, Church and Civic Groups
Corporate Employee Financial Education — Seminars on 401(k)s, Employee Benefits, etc.
You don’t have to have a fortune to start building one--today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Alderfer Financial Planning can help you along the way.
NOW SERVING ALLENTOWN!
1275 Glenlivet Drive Suite 100
The New Choice for Smart ConsumersTM
Your financial objectives may be to:
Ensure retirement income
Reduce the burden of taxes
Minimize the effects of inflation
Create and preserve personal wealth
Maximize wealth transfer
Establish charitable legacies
Reduce the risk of financially devastating events
Foster peace of mind through proper planning today
To help you reach these goals, our services include:
Personal Financial Planning
Retirement Planning Strategies
Lump Sum Distribution Advice
Life, Disability, or Long-Term Care Insurance Needs Analysis
Second Opinion on Investments or Current Financial Plan
Financial Seminars for Military, Church and Civic Groups
Corporate Employee Financial Education — Seminars on 401(k)s, Employee Benefits, etc.
You don’t have to have a fortune to start building one--today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Alderfer Financial Planning can help you along the way.
NOW SERVING ALLENTOWN!
1275 Glenlivet Drive Suite 100
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