At Valley Forge Financial Dynamnics, we have access to the most diversified financial products and services in the country. Through our nationally recognized network of Strategic Partnerships, we offer individual and business clients innovative and comprehensive solutions to achieve their financial needs.
We move beyond the myopic solutions offered by individuals working alone, concentrating on solving one piece of the puzzle. We construct a multi-disciplinary strategic team, providing specialization, but specialization tempered by a holistic perspective.
Our analysis and subsequent recommendations are always guided by achieving the client’s complete objectives, prioritized by needs.
We quarterback the search for those solutions, acting as an agent on behalf of the client. We do not offer a pre-determined solution to a particular circumstance.
We assess each client’s situation and construct a solution team consisting of the precise organizations to generate the most desired result.
Life Insurance: Term, Return of Premium, Universal, Indexed UL, Survivor UL, Whole Life, Final Expense, Graded, Group, etc.
Long Term Care Products: Traditional (Stand-Alone), Hybrid (Life/LTC & Annuity LTC), Group LTC
Disability Products: Long-Term and Short-Term, Individual and Group,
Blue Collar & White Collar Professions, Executives, Physicians/Medical Professionals,
Professional Athlete's, Entertainers, Buy/Sell, Business Overhead, etc.
Critical Illness Products: Receive immediate Lump Sum benefits of between $5,000 to $500,000 without an elimination period for specified conditions such as: heart attack, stroke, cancer, paralysis, coronary by-pass, and more.
- Multi-Year Guaranteed Annuities
PROFESSIONAL ASSET MANAGEMENT
- Charitable Trusts & Family Foundations
- Conservation Easements & Land Trusts
BUSINESS FINANCIAL PLANNING
- Key Man, Executive Bonus, Deferred Comp Planning
- Pension Planning - 401K, SEPs
- Leveraged Retirement Plans