Financial Planning, Investment Advisory and
Income Tax Services designed to meet your needs!

Libra Financial Planning provides independent, objective, fee-only, hourly as-needed financial planning, investment advisory and income tax services to a wide range of clients. Our areas of expertise include retirement planning, education funding, asset allocation and tax minimization.

We offer attentive service and creative solutions suited to your unique situation and place an emphasis on client education and empowerment. Our clients tell us they appreciate our ability to explain the complexities of the financial world in a way that is meaningful and easy to understand. Our mission is to help you overcome uncertainty, take control of your finances and move confidently toward your goals.

We are totally committed to your values and objectives. We will work with you to produce an unbiased, comprehensive analysis of your finances and taxes. You can count on us to deliver high-quality financial planning advice that fits your budget because we:

  • LISTEN to your concerns and financial challenges
  • EVALUATE your current situation
  • EDUCATE you about realistic and achievable goals
  • DEVELOP a detailed plan for achieving your objectives
  • SUPPORT you with implementation strategies that promote your
    long-term success and financial well-being.

Managing your finances today, let alone planning for what tomorrow may bring, doesn't happen automatically - or easily. Squeezed by the demands of daily life, you may know the importance of planning for a secure financial future, but have placed it on the back burner. The good news is that financial planning doesn't have to be an overwhelming burden. It is a tool that's available to everyone, rather than a luxury for a select few.

Enjoy your visit to our website.

280 N. Providence Rd, Suite 100
Media, PA 19063
Phone 610-891-0762 Fax 610-891-0763
info@librafinancialplanning.com

 

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