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215.699.1050 | calendly.com/mcwealth

OUR ADDRESS

1816 West Point Pike

Suite 129,

Lansdale, PA  19446

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Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC(www.finra.org), (www.sipc.com) to residents of: DE, FL, MN, NC, NJ, PA. Cambridge and McReynold's Wealth Management are not affiliated."

 Advanced Level Tax Planning, Income Tax Preparation, Life Coaching & Time Management Consulting Services, and Fixed Insurance Products and Services are separate and unrelated to Cambridge Investment Research. Cambridge Investment Research does not offer tax advice.  PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.  

You have goals and objectives that take finances to achieve.  Without a plan all of these will remain fantasies that may never be realized.  Having a financial plan helps make these goals a reality.

WHAT DO YOU GAIN BY HAVING A FINANCIAL PLAN?

A peace of mind knowing that you're on track for the future and what you want for your family
You will have greater confidence of where you are going in life
It will reduce your stress levels so that you can enjoy the little moments more

HOW DOES IT WORK?

After a one-on-one with George and taking a complete "inventory" of your current financial picture, we will deliver a detailed financial plan that will include:

Savings Debt Budgeting Investment Recommendations Education Planning

Insurance Taxes Retirement Planning Estate Planning

HOW MUCH DOES IT COST?

We will create a custom financial plan for a one-time cost of only $1,500*

*We offer a 50% discount to PA 1st Responders and Merck Company Employees and Retirees