Call us at 855-558-3500 Click to Subscribe to our Podcast
×
  • How We Help You
    • Individuals & Families
    • Business Owners & Employees
    • Charities & Foundations
    • Financial Advisors
  • Who We Are
    • Our Team
    • Our Approach
    • Our History
  • Podcasts
  • Insights
    • Market Insights
    • Life & Wealth Insights
  • FAQs
  • In the Community
  • Contact
  • Client Center
☰

Supporting Family Members

For September, I want to highlight one of the biggest priorities for the people we help – Supporting Family Members.  A new client was worried about his aging Dad who was starting to experience some cognitive decline. There was no long-term care in place and his Dad was mainly living off Social Security and a depleted savings account. With aging parents, there’s hardly ever an easy solution. However, our team was able to walk this client through the many things to consider, including – activities of daily living, safety issues, medical and health concerns, where to live, legal and financial issues, quality of life, the possibility of self-care, and the strain on family and relationships. With input from the new client, his Dad, and our guidance, we were able to put a plan in place that had the whole family feeling confident about their future life and wealth.

If this resonates with you and is the kind of relationship you are looking to have with a financial advisor, consider reaching out to myself or other members of the team by clicking here or emailing me at asksteve@cfnplan.com

My Best,

Steve Cordasco

Important Disclosure Information

Share

Facebook Twitter Linkedin

Cordasco Financial Network Is a Recommended Advisor of the Dave Ramsey Smartvestor Pro Program

Top Financial Advisors in Philadelphia

Locations Include:

Philadelphia, PA
Haddonfield, NJ
Brigantine, NJ
Naples, FL

With offices
throughout
Pennsylvania,
New Jersey,
Delaware & Florida

Appointments also available at other locations.

Mailing Address

21 E Euclid Avenue
Haddonfield, NJ 08033
P: 855.558.3500

Corporate Headquarters:

405 Fifth Avenue, South
Second Floor
Naples, FL 34102

 

For Access to Our Exclusive Podcasts, Insights and Newsletter, Sign Up Here:

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Global Advisors Inc. owns and utilizes the Cordasco Financial Network wordmark and logo in marketing its investment advisory and ancillary services.

Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. ©2021 Mercer Advisors. All Rights Reserved. If you have questions related to our terms and conditions please email privacy@merceradvisors.com.

For Additional Disclosures Click Below:

  • Terms & Conditions
  • Privacy Notice
  • Form ADV Pt 1
  • Form ADV Pt 2
  • Form CRS
  • FINRA BrokerCheck

Securities offered through our Broker Dealer Andrew Garrett, Inc.

© 2022 Cordasco Financial Network. All rights reserved.