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For over 20 years, Brick & Kyle Associates,
Inc. has been quietly building a reputation
as a premier financial planning firm, specializing
in pre-retirement counseling, estate planning,
tax reduction strategies, debt management,
insurance counseling, etc.
Regardless of your age or income level,
financial planning is essential to long-term
financial security. Brick & Kyle offers
several unique advantages to clients which
distinguish us from the rest of the financial
services industry.
An Integrated Team of Professionals:
Our staff includes Certified Financial Planners®,
Investment Advisors and Chartered Life Underwriters
who work together to provide the most comprehensive
approach to your financial needs. (Click
here for biographies
of our senior staff members.)
A “Boutique Firm” with a
High Degree of Personalized Attention:
Unlike the impersonal, “revolving
door” environment of larger brokerage
firms, our seasoned and stable staff will
get to know you on a first name basis and
will provide the highest degree of personalized
attention to ensure your needs are constantly
being met.
Personal Banking Services: Once you
become a B&K client, you will have your
own personal bank teller to handle wire
transfers, personal and business checking,
weekly or monthly disbursements from your
account, as well as most other services
that you would expect from a bank.
A Relaxed, Low Pressure Setting:
Our office, which is based on a country
estate in beautiful Newtown, Bucks County,
PA, also adds to the B&K experience,
creating a relaxed and comfortable environment
in which you can discuss your financial
needs and goals.
B&K’s Individual Financial Planning
Services
Since your financial needs change at each
stage of your life, it’s important
to continually update your financial strategy.
Our financial planning services are appropriate
for individuals at any stage of life but
are best suited for individuals age 35+
with a growing net worth and specific long-term
financial goals.
Here’s how we can help….
Download a FREE Copy
of the B&K Retirement Planning Guidebook
B&K’s “Can
I Afford To Retire?,” A Retirement Planning
Guidebook, contains valuable,
up-to-date information on a myriad of topics
for the pre-retiree, such as lump sum and
IRA rollover distributions, maximum deferrals,
alternative tax calculations, annuities, insurance
related matters, and so forth. The information
is well-organized and written in easy-to-understand
terminology so that even those who consider
themselves non-financially oriented will have
a better grasp of the many factors that will
influence their retirement funds. Click
Here to download all or a portion of the
Guidebook. |
