We will work with you leading up to and throughout

your retirement, by seeking to:

Evaluating your ability to retire while maintaining your current standard of living and protecting against future expenses (i.e., taxes, health care costs, inflation)

Determining appropriate

pension payout options

Designing an income strategy for existing retirement plans (401(k), 457, 403(b), IRAs, etc.

Determining the right asset mix to generate a sustainable income stream

that will meet your needs now

and in the future

Maximizing your social security benefits

Services include:

Retirement Income Planning

Social Security Optimization

Estate and Legacy Planning

Tax Planning

Insurance Coordination

Gifting Strategies

Long-Term Care Protection

Income strategies include:

Fixed Income (Bonds)

Dividend-Paying Stocks

Income-Producing Real Estate

Floating Rate Debt

Guaranteed* Income

(Fixed, Variable, and Indexed Annuities)

Cash-Value Life Insurance

As fiduciaries, we are always researching new, innovative strategies  for meeting the income challenges        of our clients.

*All contract guarantees and payout rates are subject to the claims-paying ability and financial strength of the issuing insurance company.

Information provided is from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a 3rd party website you are leaving our site and assume total responsibility for your use at these sites

call us today | (484) 234-3300

Registered representatives offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and registered investment advisor. Member FINRASIPC. Blok Financial and IFG are unaffiliated entities. 

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Licensed to sell securities in CA, CT, DE, FL, MD, NJ, NV, NY, PA, SC, VA. This is not an offer or solicitation in any other state.