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