The Financial Coach Group

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Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service

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(610) 565-5656Call Visit WebsiteVisit Website Map & DirectionsDirections312 E Second StMedia, PA 19063 Write a ReviewWrite Review

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Places Near Media with Estate Planning, Probate, & Living Trusts

Springfield (6 miles)
Newtown Square (8 miles)
Chester (8 miles)
Glen Mills (9 miles)
Upper Darby (9 miles)
Havertown (9 miles)
Ardmore (13 miles)
Bryn Mawr (13 miles)
Wynnewood (13 miles)
Wayne (14 miles)

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Extra Phones

Phone: (610) 356-1253

Other Links

http://www.shmfinancial.com

http://financialcoachgroup.com

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Estate Planning, Probate, & Living Trusts, Financial Services, Investment Advisory Service, Investments

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Phone: (610) 565-5656

Address: 312 E Second St, Media, PA 19063

Website: http://www.shmfinancial.com

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The Financial Coach Group

Tax Planning
Through a long-term and careful vetting process, Financial Coach has strategically partnered with complementary professionals in the estate planning, tax planning, property & casualty planning, and healthcare planning fields. These non-affiliated partners allow Financial Coach to efficiently coordinate the execution of a client’s financial and retirement plan from start to finish.
Charitable Giving
Fee-only Financial Planning; Retirement Income Planning; Asset Allocation and Investment Management; Estate and Legacy Planning; Charitable Gifting Strategies; Education Consulting; Tax Planning; Insurance and Survivor Needs Analysis; Retirement Benefits, Social Security, Pension, and Medicare/Medicaid Planning
Estate Taxes
Tax Services
Roth IRA
Bucketing your bank account, for example, in digital envelopes. But yes, I think the cash piece of it is silly. That’s my goofy way of doing it. Like, I record entries in my, like, electronic My digital checkbook that I run of, like, Roth IRA contribution. Which I’m not making until January of 2025. But, you know, 600 a month.
Income Tax

Investment Management
When we design and implement investment strategies, sensibility and simplicity emerge as common themes. We integrate the investment strategy according to each client’s specific financial plan and personal benchmark. From there, ongoing investment management consists of overseeing the portfolios while managing investor behavior.
Mutual Funds
So like Jeff, you mentioned your, your savings thing is, is there. So like when I started my first job out of college, I made 17 grand a year and so like 1922, it was a recession, but seriously, and, and, but at the time I put, I set up the automatic like 50 or 100 or 150, whatever it was a month to go directly into like some mutual funds.
Bonds
Wealth Management
As much as we would like to believe that a “wealth management” relationship is purely economic in nature, it is not. The interaction between advisor and client is rarely as sterilized as doing a bank transaction, it is intimate and based on trust and openness. As such, we expect that the families we serve will share the core principles that guide our business, such as optimism, transparency, and respect.

Accounting Services

Financial Planning
Both for the individual client and the significance of the financial planning process. We coach clients through the execution of life altering decisions, and we respect the magnitude of this process, both economically and psychologically.
Retirement Planning
While she now smoothly runs compliance operations for Financial Coach, Becky started her career as a journalist and didn’t know retirement planning would become the field for her. But under the tutelage of the team, she found her calling, and she knows the team at Financial Coach can make it clear for you, too.
Annuities
“What is the agenda?” We think that this is a very reasonable question that a financial consumer should be asking, both of the financial media that they digest as well as the financial products that they purchase. All too often, however, either the question is never raised or the purveyor of the show/product overcomes or avoids the question entirely. They highlight the shiny and new, the bells and the whistles, while downplaying or downright ignoring “what is under the hood.” At Financial Coach, we have a problem with this. As Upton Sinclair so famously mused, “it is difficult to get a man to understand something when his salary depends upon him not understanding it.” The financial press takes full advantage of our primal fears and feeds us the “disaster du jour,” and in turn sells lots of advertising space. The financial product manufacturers take full advantage of the investing public’s general lack of knowledge and feeds us the myth that superior investment skill is predictable and durable, and in turn sells lots of funds and annuities.
Long Term Care
Can any one person really know it all? We would argue the answer is unequivocally NO! The complexities of investments, income planning, long term care, social security, estate planning, special needs planning, taxes, and retirement cash flow management are overwhelming, and for any one person to lay claim to that extensive a knowledge base should leave you wondering, “Really?” At Financial Coach, you are served by a TEAM of professionals that together deliver answers to all your most pressing questions and concerns.
Asset Management
The importance of a comprehensive estate plan is front of the mind with Financial Coach. Asset allocation is important and cost management imperative, but if there is not an appropriate estate plan in place, all of the other planning is for what? As part of our Gameplan, you will engage a licensed attorney who will walk you through the estate planning process to ensure that all of your legal documents read the way you want them to and allow your assets to pass to those you care about in the most efficient way possible.
Gifting Strategies
College Funding
Asset Protection
There are so many potential dangers to a financial plan that are not related to a portfolio or the market and failing to address them can lead to permanent loss. A potential long term care need, a possible lawsuit, inevitable inheritance taxes, or loss of income, whatever the scenario may be it’s our job to educate you and put your family in the best position to manage the “what if’s.” Mitigating risk means planning for the unknown and that’s exactly what our Asset Protection playbook strives to do. You’ve spent your entire life working to build your nest egg, now let us show you the ways to protect it.

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