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.
To contact me for a free no obligation consultation please refer to my email and phone number at the bottom. You can also follow me on my social media pages below for timely and relevant articles.
Planning for Retirement
Life and Long Term Care Insurance
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