top of page
The Wharton Financial Group
OUR SERVICES
At the Wharton Financial Group, we provide expert assistance in the following areas:
Pension Planning:
-
401(k) plans
-
Traditional profit sharing plan
-
Simple IRA's
-
Defined benefit retirement plans
​
Estate Planning Strategies with an Estate Planning Attorney:
-
Powers of Attorney for health care and financial affairs
-
Living Trusts
-
Charitable Remainder Trusts
-
Long Term Care
-
Special Needs Trusts
-
Beneficiary Irrevocable Trust
-
Family Limited Partnerships
-
Limited Liability Companies
Investment Advisory:
-
Individual portfolio of stocks and bonds through Bank of New York/Mellon and Advisors Capital Management (ACM).
-
Equity and fixed income mutual funds
-
International funds
-
Tax free municipal bond funds
-
Variable Annuities
-
Life Insurance
-
Traditional or Roth IRA's​
bottom of page