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Special Needs Planning

2019-01-28T16:20:09-04:00April 3rd, 2019|Categories: , |

Our complimentary workshops are focused on empowering and educating families who have dependents with special needs giving them clear, actionable information that can be used to understand and build a responsible financial lifestyle. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child's life can become a reality, whether they are here or not.

Advisor-Centric Firm Delivers Satisfaction

2019-03-18T13:43:02-04:00March 18th, 2019|Categories: Company News|

Advisor-Centric Firm Delivers Satisfaction An emphasis on a positive company culture and strong client relationships put 1847Financial at the top of its field. When Penn Mutual CEO Eileen McDonnell reached out to former colleague Jim Meehan in 2011 and asked if he’d be interested in taking on the challenge of turning around the company’s worst-performing financial services firm, he said he would—with one caveat. “I wanted to do it my way,” says the now managing partner of Philadelphia’s 1847Financial. “I wanted to pursue a nontraditional and advisor-centric structure in which team members partner together to help [...]

Special Needs Planning

2019-01-28T16:02:30-04:00March 8th, 2019|Categories: , |

Our complimentary workshops are focused on empowering and educating families who have dependents with special needs giving them clear, actionable information that can be used to understand and build a responsible financial lifestyle. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child's life can become a reality, whether they are here or not.

Special Needs Planning

2019-01-29T12:55:11-04:00March 5th, 2019|Categories: , |

Our complimentary workshops are focused on empowering and educating families who have dependents with special needs giving them clear, actionable information that can be used to understand and build a responsible financial lifestyle. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child's life can become a reality, whether they are here or not.   Hosted by the Autism Cares Foundation.

Special Needs Planning

2019-01-28T15:43:26-04:00February 21st, 2019|Categories: |

Our complimentary workshops are focused on empowering and educating families who have dependents with special needs giving them clear, actionable information that can be used to understand and build a responsible financial lifestyle. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child's life can become a reality, whether they are here or not.

Special Needs Planning

2019-01-28T15:41:02-04:00January 30th, 2019|Categories: |

Our complimentary workshops are focused on empowering and educating families who have dependents with special needs giving them clear, actionable information that can be used to understand and build a responsible financial lifestyle. Our goal is to make sure attendees learn the importance of integrating all the necessary pieces into one cohesive plan, so the vision they have for their child's life can become a reality, whether they are here or not.

Plan Ahead for the Financial Stages of Life

2019-01-03T15:47:56-04:00December 20th, 2018|Categories: Protection|

President Lincoln once said, “If I had six days to chop down a tree, I’d spend five of them sharpening my axe.” Sometimes, planning for an event can take longer than the event itself. This is particularly true when it comes to planning a secure financial future. Many people put off financial planning, especially during uncertain economic times, because they either don’t know where to begin or they don’t think they have enough money to make it worthwhile. The truth is there is never an ideal time or place to begin, and there is no specific level of income or assets [...]

Why Should Newborns and Children Should Have Life Insurance?

2019-01-03T15:42:50-04:00December 7th, 2018|Categories: Protection|

Let me start by saying that within a month of our son’s birth I had a permanent life insurance policy put in place. The last thing in the world I want to happen is to make a claim on those policies, in fact I am 100% certain I will not. So why did I do it? Here are three reasons why this is one of the best ways to set up your child for the distant future and why they will thank you for it later. 1. It’s extremely affordable. It’s so affordable that both policies will be completely paid [...]

Special Needs Planning for Your Loved One with Disabilities

2019-01-10T22:10:11-04:00November 30th, 2018|Categories: |

Our complimentary workshops are focused on empowering and educating families who have dependents with special needs giving them clear, actionable information that can be used to understand and build a responsible financial lifestyle. Our small and interactive seminars will be led by popular financial speaker, Pat Bergmaier, and will provide a comfortable setting in which attendees can learn how to take control of their present and future financial planning. As a follow-up, individual meetings may be scheduled to focus on your personal financial situation without distraction.

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Main Office

161 Washington Street, Eight Tower Bridge, Suite 700, Conshohocken, PA 19428

Phone: 610.771.0800

Fax: 458 761-9562

Web: 1847financial.com