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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 

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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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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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Loan Payoff

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lease Payment

How much would your monthly lease payment be?

Cash Flow Analysis

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

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