Linda Smith

West Chester, PA

Linda will help you develop a financial strategy that works in harmony with your life. She believes that every client is unique and is very thorough in exploring objectives to customize a plan that complements the individual’s lifestyle. Working with Linda becomes a team effort and she will become your partner in helping you define and achieve your goals.

In 1991 Linda joined Kades-Margolis as a Financial Advisor. She enjoys the challenges of working with different situations as well as changes in the industry and has complemented her years of experience with continuing education courses to keep current in the field. Linda is a graduate of Skidmore College with a Bachelor of Science Degree in Business.

In her leisure time Linda enjoys travel, golf and spending time with her two adult daughters; a Graphic Designer in Los Angeles and a Marketing Director in New York City.

Contact Linda

Retirement Planning

Regardless of your life stage, Linda feels that planning for the future is of utmost importance. She will work with you to define your vision for retirement and carefully develop steps that will guide you along the path. Linda’s knowledge includes both pre-retirement and post-retirement planning. Understanding each client’s requirements is a key element to her success.

Working with Educators

Linda has over 25 years of working with educators and a complete understanding of the PA Public School Retirement System. She will simplify the daunting process of understanding the options and helping you decide appropriate options for you and your family. She is aware that this decision is not a “one size fits all” and will help to clarify your choices.

Insurance

Linda is a specialist in life and long term care insurance. Integrating an understanding of how insurance can complement your planning is a valuable part of your overall financial strategy. After exploring relevant scenarios you will be prepared to make an informed decision concerning your particular needs.

Contact by Phone

(610) 793-9819

Contact by Email
X
X