Broker Check

400 Market Street, Suite 360
Philadelphia, Pennsylvania 19106
(215) 591-0400

Facebook   LinkedIn   YouTube

The 1406 Story

1406 Financial was founded by multi-sport professionals who believe that preparation is the key to success. In the Ironman™ Triathlon there are 140.6 miles of distance to cover consisting of a 2.4 mile swim, 112 mile bike and 26.2 mile run (2.4+112+26.2=140.6) and how we derive our name 1406 Financial. We recognize that for most people to complete this event they follow a customized plan for about 6 months to a year. We feel that one needs to take the same care and time to plan for such things as retirement if one is going to live off of their savings and investments for 15, 20 or even 30 years. How much time do you think you should take to plan?

If you believe that planning can increase your probability of success, and you believe that a customized and thoughtful approach to planning might benefit you, then please contact us today.