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

Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

 

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Insurance Needs Assessment: When You're Young and Single

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

Medicare Advantage 101

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

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

View all articles arrow

College Savings

See how much you may need to save now to cover future college costs for your child.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Estimate Your RMD

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

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

View all calculators arrow

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

4 Elements of an Estate Strategy

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

View all videos arrow