Current Offer

1. A Cup of Coffee and a Second Opinion

Are you on track for retirement?  Are you ready to find out?

At Christman Financial Advisors LLC, I want people to have a secure and independent retirement.  However, many people do not know if they are ready for that 30 plus years vacation.  You may have saved very little or a large sum of money yet is it enough?  If you saved 500,000 yet need 50,000 a year you only have 10 years of principal.  Can you say with any accuracy what your expenses are and where that money is going to come from in the future?  How long will your money last?  Most people find it uncomfortable talking about their finances and retirement and I’d like to help, if I can, and to that end, here’s what I offer:

A cup of coffee, and a second opinion

By appointment, I will sit down with you. I’ll ask you briefly to outline your financial goals – what you spend, have saved and then do a back of the napkin analysis to see if you’re on track.  If you’re on track or happy with where you stand I’ll gladly send you on your way.

If, on the other hand, you want to establish a plan I would be glad to help and work with you.

Either way, the coffee is on me.

Contact me now to set up an appointment.

2. Maximize your Social Security

There are hundreds of options to claim Social Security.  Do you claim at 62? Your full retirement age? or delay collecting until 70?  I use custom software that provides the answer on how (and when) to collect the maximum based on your specific situation and life expectancy.  Do you really want to leave possibly $100,000 dollars or more on the table?  Do you want to maximize what your spouse gets when you pass?  Ask him or her what she wants.  Get your report today!  You may be thinking of claiming soon or it may be a few years away however you should know and have an ideal of what to expect from Social Security so that in the mean time you can focus on saving until the time comes.

Contact me now to set up an appointment.

Call 610-349-6307 or email us today.

“Doing something costs something. Doing nothing costs something. And, quite often, doing nothing costs a lot more!” – Ben Feldman

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      Christman Financial Advisors LLC (“Christman Financial”) is a registered investment adviser offering advisory services in the State(s) of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Christman Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
      All written content on this site is for information purposes only. Opinions expressed herein are solely those of Christman Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
      Financial Planning & Wealth Management