Our 20th year providing independent advice ...

J.C. Warrick & Company, headed by David Warrick, CFP (Certified Financial Planner), is the independent financial management firm that represents you, the client, by focusing on your needs and objectives, so that you find and maintain a comfortable financial footing. We provide a unique orientation that helps you to manage the financial and tax implications of your career, business, family and personal interests.

We can help you optimize your ...

  • Investments — Is the return of your money as important as the return on your money? Are your assets working toward your goals? Do you understand why?
  • Retirement — Do you have a plan to deal with retirement? Have you tested it to see if it works? Are you retired now, and want to make sure your assets last?
  • Insurance — What risks are you willing to self-insure? What risks are more economically transferred to a third party? What will happen to your family? What will happen to your business?
  • Company Benefits — How do you implement affordable health, life, disability, and retirement plans for yourself and those you want to cover?
  • Taxes — We'll prepare your business and personal taxes and show you how to take control of your annual income tax liability.

Call us today at 610-292-0135 or contact us by email for a free, no-obligation review of your situation, and honest, straightforward ideas for financial protection, accumulation, and recovery.

Tax increases are coming ... our Free Report reveals Six Tax Reduction Secrets you can use right now to keep more of what you earn. Call 1-800-827-0618
(24 hours)! Don't wait — call now!

And be sure to ask for an invitation to our upcoming
Tax Reduction Workshop!

  

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Did you know ...

  • If you've left a job, incorrect choices in transferring your 401(k)/403(b) retirement account could cost you up to 40% in taxes and penalties. We'll help you make the right choices so you keep those assets in your retirement plan.
  • If you're afraid to open that investment statement, we can help you recover your retirement plan. We have solutions that provide market-like returns without the risk of losing money in downturns.
  • If you own a business, we can assure that you determine what happens to it: guarantee the control and value of your business during stressful situations.
  • Many annuity owners are losing up to half of their annuity value to taxes, and most are not even aware of the problem. We'll show you how to avoid those big mistakes.
  • Lump sum payouts from inheritances, gifts, or settlements, can affect income tax liability, eligibility for student financial aid, and access to social services. We'll minimize the impact so you can provide income for yourself, lifetime medical care for a child, or other family needs.
  • Often people who retire with pensions, IRAs, and other investments wind up paying tax on 85% of their Social Security benefits. We'll show you strategies that can increase spendable income, decrease federal income tax liability, and keep those benefits tax-free.

Call us today at 610-292-0135 or contact us by email for a free no-obligation consultation.

 

 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Disability Income Insurance

How much Disability Income Insurance do you need?

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Newsletters

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There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

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