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Peter
Marmaras, CFP, ChFC 1-800-ADVISER ext.
1037 Allentown,
PA
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Peter Marmaras, CFP, ChFC
Office:
961 Marcon Blvd,
Suite 422
Allentown, PA 18103
1-800-ADVISER ext. 1037
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Call
Peter at
1-800-ADVISER
ext. 1037
Member
of The
Financial Planning Association.
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E-mail
Peter
Click
here |
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Services Available:
Financial
Planning
Money Management
Retirement and Charitable Planning
Estate Planning |
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Overview
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Peter
is a principal with Marmaras Woolf & Smith, a
fee-based financial planning and asset management that
specializes in independent financial services. We
offer non-biased guidance in the areas of financial
planning and retirement planning, employee benefits
and incentive programs, tax planning, estate planning,
charitable giving, investment management, asset
allocation, pension benefits for small business and
college funding techniques.
We
are a client-focused practice committed to full
disclosure, ethics and working in a cooperative ,
relaxed, flexible manner. We develop comprehensive
financial plans with written recommendations and also
consult with people on specific issues.
Peter
has co-authored publications including the Road to
Successful Retirement and Smart Investment Planning as
was a past co-host of the radio program - Managing
Your Money.
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Available
Services
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Financial
Planning Services
Financial
planning services are available based upon your specific
financial situation and objectives. Services available
include: asset allocation strategies, cash flow planning,
retirement planning, educational funding planning, stock
option exercise planning and recommendations summaries.
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Portfolio
Management
We
begin the portfolio management process by establishing an
investment policy statement that describes your goals and
investment objectives. We analyze your assets and
liabilities and review your cash flow requirements. We
evaluate and monitor your investments and risk tolerance. We
then recommend an asset allocation strategy. Once agreed, we
implement and then monitor a portfolio strategy.
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Information
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References
References
are supplied based upon the specific type of service
you are looking for. Professional references are
available from 1) Charles
A Leaves CPA 908-766-5393 and 2) Hal
E. Arnold – Public Accountant 973-633-8869
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Account
Minimums
None.
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Work Hours & Response Time
Regular
Office Hours are from 9 to 5 (Eastern), Monday through Friday; will respond
daily by phone. E-mail response may be delayed due to
travel.
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Pricing
and Fees
Fees
are based upon the specific service you desire. In
general, our fees for comprehensive financial planning
services range from $250 to $5,000. Portfolio
management fees are charged based upon a percentage of
assets.
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Call
Peter Marmaras, CFP, ChFC at 1-800-ADVISER ext. 1037 |
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Click Here to
go Back to the 1-800-ADVISER Home Page |
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