Services

The financial management process at Barberio & McClelland Financial Services begins with taking comprehensive data to develop an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals using state-of-the-art programs designed to assist you in pursuing your goals and objectives.

With changing economic conditions and market swings, we advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage combined with the appropriate legal documents. We work with you side by side so that you're confident in and comfortable with the financial suggestions we make. Here is a partial list of some of the services we offer:

1. Risk Management
   
2. Retirement Planning
   
3. College Funding
   
4. Tax Advantaged Planning
   
5. Investment Planning (**)
   
6. Executive Benefits for Key Employees
   
7. Employee Group Benefits
   
8. Estate Conservation & Wealth Replacement
   
9. Long Term Health Concerns
   
10. Charitable Planning

(**) Investment Advisory services offered exclusively through HTK by an Investment Adviser Representative.

Many of the areas listed above include securities and/or advisory services.

Securities and Investment Advisory services are offered through Hornor, Townsend & Kent, LLC., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044. 800-873-7637, www.htk.com.

Barberio & McClelland Financial Services is not affiliated with HTK.  HTK is a wholly owned subsidiary of Penn Mutual.  HTK does not provide legal or tax advice.  Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.