Broker Check


Financial Planning

Lehigh Valley Investment Group specializes in financial planning services for people who want to:

  • Plan for and enjoy a comfortable retirement
  • Create and maintain a lifetime income plan
  • Educate their children and grandchildren
  • Avoid, reduce but fairly pay their taxes
  • Provide a meaningful legacy to children, grandchildren and charity

Our typical client earns at the mid to upper income range, has a liquid net worth of over $250,000 , is accomplished in his/her field of work, and has many years of investment experience.

Using an extensive network of local and national professionals (CPAs, estate attorneys, pension consulting firms, etc.), our firm can provide a sophisticated, team approach to your planning process. Special emphasis is given to retirement and income planning, estate planning, inter-generational wealth transfer, and wealth distribution strategies.

Our Commitment

Our staff consists of experienced professionals who use a "hands on approach" to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (610) 419-4800.