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
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Estimate potential long-term care costs and what coverage may help address them.
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Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Estimate the potential monthly income your IRA balance could generate in retirement.
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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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Get a snapshot of your overall financial picture by calculating your total net worth.
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Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Want to do more with your wealth? You might want to consider creating a charitable foundation.
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What You Need to Know About Social Security
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The Cycle of Investing
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.