JGKM Associates LLC

Financial Independence Planning (FIP) in Lansdale, PA, is dedicated to helping clients achieve a more fulfilling life through personalized financial strategies. Their comprehensive services include financial planning, retirement planning, investment management, estate planning, tax planning, and private client services aimed at instilling confidence and guiding clients through every stage of life. FIP employs a unique 8-step process that develops customized financial roadmaps tailored to individual goals and values. Through strategic collaboration and regular check-ups, the firm fosters strong relationships with clients to ensure their financial plans remain aligned with their long-term objectives. Generated from the website

Citizens Securities, Inc. is a financial advisory firm located in Lansdale, Pennsylvania. They offer personalized financial planning services and guidance to individuals and families at every stage of life. With a dedicated team of professionals, including advisors and specialists, they work collaboratively to create comprehensive financial plans tailored to each client's unique needs and goals. Citizens Private Client also provides exclusive benefits through their CitizensPlus program, offering investment matches, higher savings rates, special lending discounts, and more.Generated from the website

Benetrends Inc., based in Lansdale, PA, specializes in innovative funding solutions for entrepreneurs, notably through its pioneering Rollover as Business Startup (ROBS) funding model. With nearly 40 years of experience, the company has successfully assisted over 30,000 business owners in transforming their dreams into reality by leveraging their retirement funds without incurring debt or penalties. The firm's services extend beyond ROBS to include 401(k) funding, SBA loans, and personalized growth strategies, ensuring clients have access to comprehensive financial resources. Benetrends is committed to providing rapid funding, typically within 10 days, and offers expert consultations to help entrepreneurs navigate the complexities of business financing. Generated from the website