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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 

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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