Our Services
Exceeding Your Family's Expectations
As a team of credentialed professionals, we continue to serve you, our client. Together our team represents an average of 10 years experience and 15 designations within the financial services industry. Our goal is to continue to serve as your personal Chief Financial Officer by leveraging each member’s talents and abilities. Our team’s commitment to you is and will always be to serve your family and exceed your expectations.
Your Custom Financial Plan
Our goal is to exceed your expectations by providing holistic advice on the entirety of your financial life. To live out this goal, we believe your custom financial plan should be revisited and refreshed often to ensure a thorough ongoing planning process. We also want to help with specific tools to address additional needs.
Resources designed to support you and your loved ones during different stages of life:
NEXT GEN FINANCIAL LITERACY PROGRAM
PRE-TRANSACTION ASSESSMENT
RETIREMENT READINESS TOOL
INTERACTIVE FUTURE CASH FLOW ANALYSIS
HEALTH CARE / SOCIAL SECURITY PLANNING
IMPACT INVESTING
CLIENT PORTAL
BUSINESS VALUATION ANALYSIS
CREDIT CARD ANALYSIS
HOLISTIC EVOLVING LIFE PLANNING (H.E.L.P.)
FAMILY TREE PROGRAM
PONTERA: EMPLOYER RETIREMENT PLAN MANAGEMENT
What We Do for You
Our team’s objective is to closely work with you and your family to strengthen the health of your family tree. Our consultative process helps ensure that your loved ones are well supported throughout the different stages of life.
At 2/13 Strategic Partners, we engage clients using a tiered cost schedule based on asset levels that allows us to provide customized and holistic services. We are pleased to offer inclusion at your level to extended family as well, ensuring that we are honoring our commitment to our current clients, and there is a benefit to all.
565 Swedesford Road
Suite 210
Wayne, PA 19087
Office: (610) 850-9050
Fax: (610) 471-0566
Toll free: (888) 598-9063
Resources
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Legal & Privacy
Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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