Mitchell R Owen, CLU, CFP -- Financial Adviser
Mitchell R Owen, CLU, CFP®

Financial Adviser*


 

Planning for retirement? With a lot of information and a little time, I can help take you down a path to your financial future, from there we can see if it meets your goals and objectives. We can then determine together what changes need to be implemented for your plan to represent your goals and objectives.


I focus on helping you clarify your goals for retirement, investments and other specific goals, such as college, weddings and dream vacations. I then create a detailed plan based on those objectives, implement the plan and monitor the results.

I live and work in the Philadelphia area and focus my efforts on helping clients plan for retirement, solidify their current retirement and]/or meet specifc goals and objectives, such as college for their children and grandchildren and/or special events.

My clients consider themselves, financially comfortable, they value professional advice, are concerned about retirment, live by values and are willing to take action for their benefit and the benefit of their families.

This is what you can expect while working with me:

  • sound financial advice
  • analysis of your retirement income based on goals and objectives
  • clear, detailed plans
  • advice about Social Security, Medicare, long-term care and other related issues
  • advice about specific issues realted to you situation
  • analysis of your investment tolerance and advice about investments that meet that tolerance


    I can also help if you’re concerned about:




    Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.



    Mitchell R. Owen, CLU, CFP® is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Pennsylvania and New Jersey. No insurance business may be conducted outside these states referenced.

    Mitchell R Owen, CLU, CFP® is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC [555 East City Line Avenue, Bala Cynwyd, PA 19004, 610.660.7600], Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Pennsylvania and New Jersey. No offers may be made or accepted from any resident outside the specific states referenced.

    *Mitchell R Owen, CLU, CFP® is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Pennsylvania and New Jersey. As such, these services are strictly intended for individuals residing in the specific states referenced.

    Mitchell R Owen, CLU, CFP® is Licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering for securities.

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