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Alderfer Financial Planning, LLC

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Alderfer Financial Planning, LLC

Overview:

Alderfer Financial Planning is a Fee-Only financial planning and Registered Investment Advisory firm headquartered in Wyomissing, Pennsylvania with additional offices in Allentown. We specialize in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their net worth, income or investable assets. As Fee-Only advisors, we work solely for our clients. Because we receive no commissions, all potential conflicts of interest regarding compensation are removed. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis.

Your financial objectives may be to:

   * Ensure retirement income
   * Reduce the burden of taxes
   * Minimize the effects of inflation
   * Create and preserve personal wealth
   * Maximize wealth transfer
   * Establish charitable legacies
   * Reduce the risk of financially devastating events
   * Foster peace of mind through proper planning today

To help you reach these goals, our services include:

   *Personal Financial Planning
   *Retirement Planning Strategies
   *Cash Flow Spending Plan
   *College Funding Advice
   *Stock Option Advice
   *Lump Sum Distribution Advice
   *Life, Disability, or Long-Term Care Insurance Needs Analysis
   *Second Opinion on Investments or Current Financial Plan
   *Financial Seminars for Military, Church and Civic Groups
   *Corporate Employee Financial Education — Seminars on 401(k)s, Employee Benefits, etc.

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