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
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
View all articles 
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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 
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
