Lifestyle & Retirement Planning
- Investments
- IRA Rollovers
- ROTH IRA
- 529 (Education Savings) Plans
- Tax Planning
- Estate Planning
- Power of Attorney
Investments
We provide an unbiased, non-commission based process to meet your needs for income and principal growth. Phoenixville Federal helps clients to achieve both long and short term financial goals through actively managed, diversified portfolios.
IRA Rollovers
Clients with substantial IRA accounts at other institutions can consolidate those accounts into an IRA Rollover account. We will work closely with you to meet your retirement goals.
ROTH IRA
We assist clients in investing their ROTH IRA accounts in a broad number of mutual funds, stocks and bonds.
529 (Education Savings) Plans
We can assist you in preparing to save for your child or grandchild’s education through the use of these tax-advantaged plans.
Tax Planning
We will work with your accountant to develop a tax plan that will benefit you and your family in the most tax advantaged way.
Estate Planning
We assist individuals and families clarify their estate plans and understand alternatives. Our advisors work with your attorney, reviewing documents and following up to ensure that the estate plan is on schedule and on target.
Power of Attorney
Serving as Power of Attorney, Phoenixville Federal will be responsible for managing all assets in a prudent manner. You can feel confident knowing that our caring administrators are looking out for the best interest of your loved ones.
