Where Do You Want Your Financial Roadmap to Take You?
At Van Pelt Wealth Advisors, we established our firm with the desire to help successful individuals and families develop customized strategies tailored to their financial goals and dreams. Over the course of our many decades in the financial services industry, this passion has never wavered. We are, above all, dedicated to serving our clients first, last, and always.
We want to help you create a personalized financial roadmap designed to guide you to your ideal destination. By serving as a reliable resource, we seek to reduce your financial anxiety and empower you to take an active role in your financial life. Our goal is to serve as your financial partner. In good times or in bad, we are here for you.
Based in Pipersville, Pennsylvania, we work with clients throughout the greater Philadelphia area and across the United States. In everything we do, our goal is to passionately serve you by nurturing lifelong relationships built on trust.
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Helpful Content
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Discover how the right team & technology boost client success.
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Understanding the Basics of Medigap Policies
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Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Find out how long it may take to pay off a credit card balance and what it costs in interest.
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See how much you may need to save now to cover future college costs for your child.
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See how long your current savings might last if a disability interrupted your income.
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See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Bucket lists don’t have to be for tomorrow.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
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Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.