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Retirement and investment planning are the dual focus of our company. We help people plan and invest for carefree retirement years and help employers provide retirement benefits for their employees.
Kades-Margolis is a regional financial services and retirement planning organization serving clients in Pennsylvania, New Jersey and Delaware.
Changes in the marketplace are making what we do more important than ever. Today, people are living longer and enjoying more active retirement years. They want to maintain their lifestyles in their after-work years. Travel, vacation homes, boats, RVs, nice cars, club memberships are very much on their minds.
Sound planning for retirement and proper investment selection, allocation, and monitoring can help fill the deficit between the cost of those lifestyles and the income which Social Security, pensions and personal savings can provide.
Since 1974 the Pennsylvania State Education Association has endorsed us as the exclusive marketer of tax sheltered retirement planning services. Endorsement by the Delaware State Education Association followed six years later. Both partnering efforts continue today.
A growing segment of our business lies in serving the group retirement plan needs of employers in corporations and organizations. The firm specializes in 401(k), 403(b), 403(b)(7) and 457 employee retirement plans, and Section 125 plans. Recent tax law changes have created additional savings opportunities which the Kades-Margolis representatives are skilled in discussing.
We invite you to learn more about Kades-Margolis by exploring this website. We look forward to serving your retirement and investment needs.
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