Today and Tomorrow.
Professionals located in West Chester PA, Wilmington Delaware and Baltimore, MD, servicing the complex needs for today retirees. This group focuses on those families within 5 years of retirement, already retired, as well as business owners seeking retirement plans for employees. We host a series of free important workshops throughout the area with specialist B. Michael Shanley.
Workshops are focused on Taxes, Social Security Planning and Retirement Income Planning. You can enjoy our prior programming done on WDEL 1150 AM, and Web Radio by the areas leading professionals in retirement planning. Hosted by 35 year seasoned financial professional B. Michael Shanley and family.
Retire Smart! For Baby Boomers - Tomorrow is Today!
Call us today at (484) 881-8899
for more information!
West Chester, PA - Wilmington, DE - Parkville, MD
Economic growth helping or hurting your retirement?
We serve a wide range of clientele, and every client relationship is valued greatly. Each engagement benefits from the depth and breadth of our expertise. Call for your free consultation today.
RETIRE SMART! WORKSHOPS-
CHESTER COUNTY LIBRARY
November 1, 2023
Social Security Planning
PERRY HALL LIBRARY
PERRY HALL, MD
As Heard On WDEL 1150 AM, and now nationwide on Internet Radio!
Join your host, B. Michael Shanley as he explains those challenges facing the Baby Boomer Retirees. Now is the time for YOU to take control of your retirement planning. This includes Inflation Protection, RMD Tax Planning, Guaranteed Income Plans, and Volitility Protection.
Education from the experts!
JOIN a workshop in your local area.
West Chester, PA
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