Two young kids. A new home. Two incomes. College loans. We helped this Bucks County family create a financial plan that prioritized reducing debt, savings for college and retirement, vacations, major lifetime events, and home improvements. And we helped set up the right tax-efficient and tax-free accounts to achieve their goals. We even found ways to protect their income. They track it all in our mobile app.

In their early 50's and realizing that college costs are higher than expected, we helped this Montgomery County family prioritize goals and consolidate their many financial accounts into more efficient tax-efficient or tax-free accounts. Our financial plan set a course for a tax-free retirement in 15 years, and we meet annually to review our progress. Our web apps helped them stay connected to their plan.

Savings look good, but their assets are piled high in taxable accounts. We developed a financial plan for this Chester County couple to shift and reposition their assets to maximize after-tax income in retirement. We found ways to address the potential need for long-term care and to increase the net value of their estate. And we established low-cost risk-managed investment strategies to improve their plan's success.