© 2016 Wharton Business Group l 110 N. Phoenixville Pike, Malvern, PA 19355
Securities and advisory services offered through FSC Securities Corporation, Member FINRA/SIPC.
Insurance services offered through Wharton Business Group, which is not affiliated with FSC Securities Corporation.
      ESTATE PLANNING
  • Estate tax calculation
  • Proper life insurance arrangement
  • Proper trust planning
  • Estate liquidity and funding
  • Ownership arrangements for major assets
  • Estate transfers and estate splitting
  • Charitable planning
      INVESTMENT SERVICES
  • Stocks, bonds and mutual funds
  • Fee-based advisory services
  • Tax efficient portfolio management
  • Asset allocation
  • Traditional and Roth IRAs
  • UTMA, Education IRAs and 529 College Plans
  • Tax sheltered annuities 
      PERSONAL INSURANCE ANALYSIS
  • Product and cost analysis of existing life and disability coverage
  • Determination of adequate disability coverage
  • Capital Needs Analysis to determine necessary amounts of life insurance
  • Medical, dental and personal lines
      FINANCIAL PLANNING
  • Organizing an integrated strategyto define and achieve financial goals
  • Planning for college expense
  • Retirement planning
  • Qualified plan distribution analysis
  • Family security plans
  • Wealth accumulation
BENEFITS TO OUR CLIENTS
Peace of Mind . Estate Creation . Net Worth Valuation . Cash Flow Planning
Funding Children’s Education . Retirement Analysis . Manage Risk . Wealth Transfer
Wealth Accumulation . Estate Preservation & Distribution . Asset Modeling