Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

1609 Lancaster Ave
Reading, PA 19607

Kaufman Financial Services

(610) 775-1490

 

What can Kaufman Financial Services do for you?

Individuals face challenges every day. Can you tackle your financial challenges all on your own? Located in Reading, Pennsylvania, our knowledgeable staff, including four financial advisors, can help you develop a plan to address your financial goals and objectives. Providing superior client service and information is the core of what we do at Kaufman Financial Services. With financial planning becoming a major part of the American lifestyle, we strive to be the best so that you, your wallet, and your net worth can see the difference. As an independently owned financial planning firm, we are not forced to offer only certain services. Our independence allows us to offer a full universe of financial services, specifically picking from a wealth of services to individually suit your needs.  So if you’re looking for a group of hard-working, competent, and ethical financial advisors to help you with your finances, your search has ended. 

Helpful Content

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

 

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

View all articles arrow

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

View all calculators arrow

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos arrow