When I began my career as financial advisor in 2014, I proudly became a second generation Kades-Margolis Financial Professional and third generation “planner”. My Grandpop Jack was a Planner and Estimator for the Philadelphia Navy Yard. Because of his job, he was always preparing, reviewing, and updating his personal plans for his own financial future. I never realized the extent of his preparation until he suddenly passed away, when we found his paperwork pre-filled except for his date of death. While we mourned him and missed him greatly, this preparation made things easier to close his estate.
It is in that spirit that I want to help my clients plan for their future. As a CERTIFIED FINANCIAL PLANNER™ I work within the areas of Investments, Retirement, Understanding PSERS Options and protection through Insurance. I enjoy working with my clients and educating them using strategies in how to save wisely, reduce taxes and prepare for their financial future, just as my grandfather has taught me.
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