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1

50 W. Lancaster Ave., Ardmore, PA 19003 610-896-6435

ATM Safe Deposit Boxes Coin Machine  Bank Branch

2

5000 Pennell Road, Aston, PA 19014 610-364-7800

ATM Safe Deposit Boxes  Bank Branch

3

135 City Ave., Bala Cynwyd, PA 19004 610-664-6293

ATM Safe Deposit Boxes  Bank Branch

4

599 Skippack Pike, Blue Bell, PA 19422 215-646-9102

ATM Safe Deposit Boxes Coin Machine  Bank Branch

5

3218 Edgmont Ave., Brookhaven, PA 19015 610-876-6293

ATM Safe Deposit Boxes Coin Machine  Bank Branch

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Bryn Mawr, PA 19010 610-581-4910
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Financial & Estate Planning

Powers Craft Parker & Beard, Inc.

Financial security is crucial, and we assist clients with the planning necessary to make sure you have what you need.

This may involve discussing income replacement and estate preservation funding mechanisms, as well as the merits of various life, disability, and long-term care insurance products.

Benefits to incorporating life insurance in your overall wealth management planning strategy may include:

  • Increased diversification in overall asset allocation
  • Liquidity in the event of an unexpected death
  • Having proceeds pass directly to heirs outside of the estate
  • Potential tax benefits
  • Greater certainty about the value of assets to be passed on to heirs

For those in business, our services include an analysis of business ownership transfer mechanisms and non-qualified deferred compensation arrangements. The right strategy can support a business owner’s succession plan by providing liquidity and continuity for the business.