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Long Financial Group, Inc.

660 Sentry Parkway, Suite 200
Blue Bell, PA 19422

Phone:

610-272-4140

Fax:

610-272-8151

E-mail:

Investment Services

Estate and Trust Services

Fee Based Managed Money

IRAs

Mutual Funds

Small Business Retirement Plans

Stocks and Bonds

Wealth Management

401k Services

 

Accounting and Tax Services

Accounting Services

(for individuals and businesses)

Tax Preparation

Tax Planning

 

Insurance Services

Disability

Health

Life

Long-term Care

Supplemental

Annuities 

HOT TOPIC: Tariffs Drive Market Volatility

Explains why tariffs have shaken markets and long-term trends to consider.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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