Financial Planning

Financial Planning

A Comprehensive Approach

Financial planning is more in-depth than just a portfolio and a retirement strategy. At PCM, we take into account the many life changes that often occur for clients as life evolves. We look at financial planning through a wider scope and develop strategies designed to keep our clients comfortable in the present, while helping them reach their near- and long-term goals.

Our financial planning services include:

Cash flow projections and liquidity analysis

Developing budget and lifestyle spending guidelines

Social Security benefits analysis

Evaluation/restructuring of insurance coverage for disability, long-term care and/or the need for additional life insurance

Employee pension/benefits analysis

Retirement planning projections

Financing options for large "big-ticket" items

Tax planning analysis for maximization of deductions

Schedule a complimentary Introductory Call with one of our financial professionals today!

Contact Us

Pennsylvania Capital Management
1841 Huntingdon Pike
Huntingdon Valley, PA 19006
United States


About Us

At Pennsylvania Capital Management, we believe it takes a deeply personal understanding that reaches far beyond simple investment consulting. It requires a comprehensive approach to wealth enhancement, tax mitigation, wealth protection, wealth transfer, charitable giving and even business exit and succession planning.

Business Hours

We welcome the opportunity to support you anytime you might need us. We are open from:

Monday - Friday: 8:00AM - 5:00PM (EST)
Saturday: Closed
Sunday: Closed

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