OUR SERVICES
At the Wharton Financial Group, we provide expert assistance in the following areas:
Pension Planning:
- 401(k) plans
- Traditional profit sharing plan
- Simple IRA's
- Defined benefit retirement plans
Investment Advisory:
- Individual portfolio of stocks and bonds through Bank of New York/Mellon and Advisors Capital Management (ACM).
- Equity and fixed income mutual funds
- International funds
- Tax free municipal bond funds
- Variable Annuities
- Life Insurance
- Traditional or Roth IRA's
Estate Planning Strategies with an Estate Planning Attorney:
- Powers of Attorney for health care and financial affairs
- Living Trusts
- Charitable Remainder Trusts
- Long Term Care
- Special Needs Trusts
- Beneficiary Irrevocable Trust
- Family Limited Partnerships
- Limited Liability Companies