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iValue Financial Planning

1436 Penn Ave Suite B
Wyomissing, PA 19610
Phone:
  • 610-374-3556
Fax:
  • 610-374-3547

Flipbooks

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Contact Us

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Calculators

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Welcome to iValue Financial Planning

We are delighted that you are considering iValue Financial Planning to provide you with professional financial guidance. Perhaps it's time to bring order to your financial life. Or, maybe you want to know what specific actions to take when it comes to earning, spending, saving, investing and protecting yourself and your family. You want to make sure that your financial plan has purpose and will serve the people and causes that matter to you. We are committed to ongoing education to empower you to stay true to your investment plan through market cycles, increasing the odds that you will have the money you need to create the life you want to live.

As you explore our site we want you to keep in mind these three things about our financial planning practice:

We believe costs matter. We know that you have the best chance of success in meeting your goals if you keep your costs as low as possible.

We act as fiduciaries. We've enthusiastically accepted the highest legal standard to act in your best interests.

We are going to be inquisitive. The more we know about you and your situation the better we will be able to help you reach your goals.

If this is the kind of clarity and transparency you seek in your financial life, then you have found the right place. Let's talk!

You can reach us at 610-374-3556 or akavanaugh@americanportfolios.com  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck