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Pennsylvania (215) 591-0400

New Jersey (732) 378-9211

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1406 Financial helps you to simplify your financial life. Are you at a point where you want to develop a plan that will last for years and work towards the outcome that you want?

The professionals of 1406 will take their time to understand you and develop a financial plan that will work towards the results that you want at your pace. We consider your experiences, points of view, and risk tolerance to help you design a strategy that balances many risks and rewards.

Through clear and frequent communication we help clients stay on track.

Contact us today: 215-591-0400


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Estimate how much you have the potential to earn during your working years.

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Use this calculator to compare the future value of investments with different tax consequences.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Use this calculator to better see the potential impact of compound interest on an asset.

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This questionnaire will help determine your tolerance for investment risk.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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How federal estate taxes work, plus estate management documents and tactics.

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A presentation about managing money: using it, saving it, and even getting credit.

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There’s an alarming difference between perception and reality for current and future retirees.

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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