Financial Planning
Our Services
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
Contact Us
Pennsylvania Capital Management
1841 Huntingdon Pike
Huntingdon Valley, PA 19006
United States
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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