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Long Financial Group, Inc.

660 Sentry Parkway, Suite 200
Blue Bell, PA 19422

Phone:

610-272-4140

Fax:

610-272-8151

E-mail:

Investment Services

Estate and Trust Services

Fee Based Managed Money

IRAs

Mutual Funds

Small Business Retirement Plans

Stocks and Bonds

Wealth Management

401k Services

 

Accounting and Tax Services

Accounting Services

(for individuals and businesses)

Tax Preparation

Tax Planning

 

Insurance Services

Disability

Health

Life

Long-term Care

Supplemental

Annuities 

Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

Describes convertible bonds and their balance of stability and upside.

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Peer-to-Peer Payments Are Popular, but Be Careful

Outlines best practices for safe peer-to-peer payment app transactions.

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Disability Income Insurance

How much Disability Income Insurance do you need?

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