West Chester Wealth Advisors of Janney Montgomery Scott, LLC

Estate planning is the process of developing and implementing a master plan that facilitates the distribution of your property after your death, according to your goals and objectives. Read more about it here.

A financial planning process should adapt to you, not the other way around. We begin by learning about your goals, dreams, challenges, and concerns to help establish a financial plan. We will then periodically review and adapt it to ensure you remain on track.

As we continue to experience unprecedented changes and uncertainty in so many areas, it’s important to ask: Do you have a financial plan? Have your circumstances changed? Is your financial plan aligned with those changes? Does it need to be updated? Reach out to us to discuss.

After your child has been accepted to college, you can begin planning or reevaluating withdrawal strategies for your college savings accounts. Here are some considerations as you prepare for this transition.