I B Malitz & Associates

I am a fee only independent financial planner. I hold a PhD in finance, as does my partner. We provide personal specialized full service financial advising. I specialize in near or newly retired clients, particularly women while my partner specialized in small business consulting.

Specialties

403B Plans Annuities & Life Insurance Asset Protection Business Planning College Planning Comprehensive Financial Planning Corporate Bonds Fee Only Income Tax Planning Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA MBA Mutual Funds NAPFA Member Passive Investment Strategies Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Stocks Synergistic Portfolio Planning Wealth Management Women's Issues

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I B Malitz & Associates / Financial Advisor in Milford, Pennsylvania

Specialties