Products & Services

At Financial Planning Advisors , we provide assistance in the following areas:

Investments

  • Brokerage Accounts
  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Socially Responsible and Green Investing
  • 529 Plans
  • Mutual Funds
  • Alternative Investments
  • Separately Managed Accounts
  • Rollover IRAs
  • Municipal Bonds
  • Government Securities
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchase Plans
  • Profit Sharing Plans
  • Divorce Planning

Insurance

  • Disablility Income
  • Life Insurance
  • Long Term Care Insurance
  • Annuities 

Tax Planning

  • Federal Income Tax Return Preparation
  • State and Local Income Tax Preparation
  • Representation Before the IRS
  • Amended Tax Return Preparation
  • Individual Tax Preparation and Planning
  • IRS and State Tax Audits
  • Relocation Tax Issues
  • Business Start Up and Small Business Planning

If you would like to know more about our Products & Services, please contact us at:

Financial Planning Advisors
1122 Penn Avenue
Wyomissing, PA19610
Phone: (610) 376-6334
Fax: (610) 376-6346
Email: plan@financialpa.com