Building & Delivering Comprehensive Wealth Management Solutions
The Block Financial Group provides practical and personal advice for all your planning needs through our experienced professionals who understand today’s complicated marketplace. Our goal is to apply our knowledge and provide our financial expertise to help you grow your wealth and protect what matters most.
We are passionately committed to understanding your unique needs and helping you unlock life's possibilities, so you can accomplish your objectives. Planning for your future requires taking the time to make smart decisions. To do so, you need the help of trusted experts with a wealth of experience to help you plan accordingly.
Learn More! Call us at 610-941-4200, use our Contact Form, or visit our office today!
Asset Protection & Insurance | Business Planning | Retirement Planning | Wealth Management* | Estate Planning | College Funding | & More!
Newsletters
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Reviewing Business Structure in Light of Tax Changes
A flat 21% tax rate may seem like a good reason for a pass-through entity to convert to a C corporation, but there are other factors to consider.
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Risk Tolerance Is About You, Not the Market
An investor’s personal situation should be considered when assessing his or her risk tolerance.
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Consider a Customized Disability Policy
Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.
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Community Property Laws: Yours, Mine, and Ours
Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.