Linda Smith

West Chester, PA

I have been a Financial Advisor with Kades-Margolis since 1991.  I love what I do and am passionate about helping my clients design a plan that meets their personal objectives.  This process is a team effort and I will work as your partner in helping you identify and achieve your goals for both pre and post retirement.  Although I have worked with many of my clients for years, I am happy to accept new clients.

I am a graduate of Skidmore College where I obtained a Bachelor of Science degree in Business.  Continuing education has always been important to me to ensure that I keep current in my field.

In my leisure time I love to travel, play tennis and spend time with my 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 has an 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
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