Solving Your Puzzle
It can be difficult…but it doesn’t have to be. Let’s work together!Plan Now
Hopes and Dreams
Real-world insights and understanding that can help you better define your financial objectives.Solutions
One of the things that make us more effective as financial advisors is our independence.Your Team
Envision Your Life, Plan To Live It
Welcome, we’re KeyAdvisors, a multi-generation financial services firm located in the greater Philadelphia area. Our firm provides sound insurance and financial planning, along with investment management strategies, that align with your unique needs, goals and vision.
Life can be complex, but your finances don't have to be. We work side by side with you to develop financial solutions that fit your lifestyle. Whether you are looking for estate planning strategies, insurance products and services or retirement planning strategies for you or your business, we are there every step of the way.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When to start? Should I continue to work? How can I maximize my benefit?
Here are five facts about Social Security that are important to keep in mind.
Four vacation destinations you might never have thought of.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Retirees traveling abroad need to know that their health insurance travels with them.
Five phases to changing unhealthy behaviors.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are three things to consider before dipping into retirement savings to pay for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations? Here are three tips.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?