Here at Old Security Group we specialize in pre-retirement financial planning. Are you diversified? Not stock and bonds, but are you tax diversified? Do you know what your exit strategy is going to be? Do you know what the tax ramification’s are going to be once you start taking out your RMDS? What about Social Security and Medicare? There are a lot of unknowns going into retirement. Let us help you plan for a successful retirement.
We will design a portfolio that is customized to your personal and financial needs. We are here to help you navigate the terrain during your journey to retirement. We use state of the art software to pin point exactly what needs to be done to insure you have a joyful retirement. You’ve worked hard all your life, let us do the hard work now.
Our goal is to prepare you and guide you through your retirement. After we launch your custom design we are available whenever you have a question. We provide support even after you sign on with us; annual reviews as well as bi-weekly podcast are just a couple of resources that we offer.
At Old Security Group, helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs. Read More.
Proud Members Of:
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Old Security Group and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
Fee based financial planning and investment advisory services are offered by Old Security Group a Registered Investment Advisor in the State of Pennsylvania. Insurance products and services are offered through Old Security Trust Corp. Old Security Group and Old Security Trust Corp. are affiliated companies.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of Pennsylvania, Delaware and Maryland or where otherwise legally permitted.