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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ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
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Are Your Designated Heirs Up-to-Date?
The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.
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Technology Trend: How Blockchain Could Impact the Future
Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.
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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.
Calculators
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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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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.