1847Financial- Berwick

You can’t predict what the future holds. But it’s crucial to protect what you’ve built — for yourself, and for those depending on you. Proper insurance planning can safeguard your financial wellbeing from whatever life brings. Together, we’ll make sure you’re prepared for anything.

Your life. Your needs. Your solution.

From the very moment we sit down, we’re working to discern your desires, your priorities, your concerns, and your ambitions. Because your best financial decisions — whether for you, your family, or your business — start and end with understanding.

Investment Services

•Retirement Planning •Qualified & Non-Qualified •Plans IRAs Mutual Funds •Education Funding •Strategies Estate •Analysis/Conservation •Brokerage Accounts •Money Market Accounts

Protection Services

•Whole Life & Term Insurance
•Universal & Variable Life Insurance
•Survivorship & Split Dollar Insurance
•Disability Income Protection Insurance
•Long-Term Care Insurance

Our Areas Of Expertise

Income Protection

Ask Yourself

•If I become sick or hurt and can’t work, what would my income be?
• How long will my savings and assets last without receiving income?
• Could I still support myself and my family?

Life Insurance

We Discuss

• How much life insurance coverage do I need?
• What type of policy is best for my situation?
• Does my coverage provide a tax-free income stream?

Retirement Planning

Weigh the options

• Should I contribute more to my SEP, 401(k), IRA, or Roth IRA?
• How much money do I need to retire comfortably?
• What rate of return and risk should I target?

College Funding

Consider

• How much will tuition cost when my children attend college?
• What are all of my investment options?
• What tax advantages and risks are involved?

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Address

109 Mulberry St
Berwick, PA, 18603

Check out the background of this firm on FINRA's BrokerCheck

*Registered Representative of, and Securities and Investment Advisory services are offered through Hornor, Townsend & Kent, LLC, (HTK), Registered Investment Advisor, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044. 800-873-7637. 1847Financial and other listed entities are unaffiliated with HTK. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. Our representatives are insurance and securities licensed in our resident state of Pennsylvania, as well as additional states. For complete licensing information, please contact our office. Not an offer or solicitation in any state where representatives are not licensed.
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