Owen Wealth & Retirement Strategies
At Owen Wealth and Retirement Strategies we focus in providing cutting edge retirement planning needs for medical professionals, business owners, corporate executives and other individuals concerned about retirement and wealth transfer. By helping clients crystalize their goals and objectives from both a personal and professional perspective, we take responsibility in getting the plan done and
At Owen Wealth and Retirement Strategies we focus in providing cutting edge retirement planning needs for medical professionals, business owners, corporate executives and other individuals concerned about retirement and wealth transfer. By helping clients crystalize their goals and objectives from both a personal and professional perspective, we take responsibility in getting the plan done and getting clients to take action. The practice uses a client-centered planning process to provide customized financial planning and solutions. Although we help a great variety of clients including single women and alternative families, the ideal client is over age 40 and married with at least one child. They typically own their home. Our clients have many of the following characteristics: - High Integrity, respected by employees and the community - Cares about their family legacy and maximizing assets - Prioritized reducing taxes - Respects long-term relationships - Values professional advisor relationships - Has a vision of the future for his/her business and personal life We work with individuals, families, and businesses in and around Philadelphia, to help them plan for their retirement, protection, succession and employee benefits. Our mission can be viewed in multiple pieces: - To maintain confidentiality. - To bring value to every engagement or meeting. - To help the client discover their needs, wants and desires. - To help clients make thoughtful financial decisions which hopefully leads to confidence and better sleep. - To keep the client’s needs first and foremost in the planning process and in our minds. - To provide the best advice possible considering the situation, the goals and objectives of the client and using Mitch's knowledge and experience. - To be accountable and hold the client accountable to the decisions made and help clients implement the agreed upon solutions. - To work with the client's other advisors. - To provide service and advice according to the CFP® Code of ethics.
Address: 555 East City Avenue, Suite 800, Bala Cynwyd, PA 19004, USA
Phone: +1 610 660 7197
FAX: +1 610 664 7270
