SERVICES
PA Financial offers a broad range of financial services to help you maximize asset growth, minimize liabilities and safeguard the assets you’ve worked so hard for. We do this through the development and implementation of wealth management strategies that are customized for your circumstance.
Asset Protection
It is not easy being a physician/high net worth individual in today's litigous society. You and your family deserve a secure financial future. The team of professionals at PA Financial understands the unique challenges facing our clients. We will not only assist our clients to implement asset preservation and accumulation strategies; but will also constantly monitor and evaluate the clients changing needs to ensure their plans remain secure and are properly positioned for future growth.
Retirement Planning
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At PA Financial, we examine and analyze your plan as well as make recommendations for new opportunities. We will explore where you have been, where you are and where you are going. After this detailed analysis takes place, we will recommend appropriate investment mixes and retirement-funding strategies that are most appropriate to every stage of your career.
Just a few of the strategies we may consider are:
-traditional, Roth and self-directed IRAs
-401 (k) plans
-non-qualified deferred compensation
-key-person/executive benefits.
Perhaps even more important, we will design your plan in the context of your overall financial situation to make the most of your opportunities, no matter how far or near your retirement may be.
Wealth Management
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Planning from an overall perspective of wealth management is often overlooked by individuals of significant net financial worth. Yet as you accumulate more wealth, your needs become more complex. There are more opportunities open to you, but the pitfalls become more complex at the same time. At PA Financial, we will pay close attention to asset allocation, making sure your investments are positioned to meet your goals.
Estate Planning
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Estate planning is an invaluable part of any professional's overall financial strategy. The professionals at PA Financial will examine your estate plan to assure it is well positioned not just for growth but also for minimizing estate taxes, probate costs and other financial and tax-related issues as your wealth is passed on to your heirs.