Financial Guidance

At The Wharton Financial Group, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

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Insurance Services

A good defense is the best offense. Let The Wharton Financial Group surround you and your family with our leading insurance policies.

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Protecting Your Legacy

Uncertainty leaves room for opportunity. At The Wharton Financial Group, we can solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

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Insurance Services

A good defense is the best offense. Let The Wharton Financial Group surround you and your family with our leading insurance policies.

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Protecting Your Legacy

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Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

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Welcome to The Wharton Financial Group

Our company specializes in longevity. The Wharton Financial Group works with our clients to help them achieve their short-term and long-term goals through measured and perpetual discipline. Let us help turn your present portfolio into a lucrative future.

OUR AREAS OF EXPERTISE

College Planning

Rising education costs require a forward-thinking plan. The Wharton Financial Group can help you prepare for one of life's biggest investments.

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401k & IRA Rollovers

Managing your company's 401k program can seem complicated, but the Wharton Financial Group will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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Newsletters

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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