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Important Notice

The American Recovery and Reinvestment Act of 2009 Expands COBRA Eligibility.
Click here for the COBRA Subsidy Update


We are pleased to announce the opening of our Pennsylvania office.
Our PA office is conveniently located at the Chester County Airport exit of the Route 30 Bypass at:
1224 W. Lincoln Highway, Valley Township, PA 19320
Now we have two offices to serve you
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Make sure that you check out our weekly radio show, "For Your Benefit" on


Welcome and thank you for visiting.

At Dynasty Advisors our mission is to help you achieve financial independence. As professional independent financial advisors, we focus objectively on your financial goals and issues. Whether you have needs as an individual, business or institution, our unique processes, independence and experience allows us to act as true advisors and client advocates. We take great pride in developing long lasting relationships with our clients by providing professional, unbiased advice backed by excellent client service.

Our knowledgeable professionals use their industry-focused experience and strategic alliances to help you with your personal and business financial objectives and issues while providing a superb client experience in the following key areas:

  • Financial Planning
  • Wealth Management
  • Health Insurance and Employee Benefits
  • Insurance and Risk Management for Individuals and Businesses
  • Retirement Plans and Executive Compensation
  • Mortgages and Debt Management

Click here for "The Dynasty Difference" brochure


 

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Retirement Is No Reason for a Portfolio to Stop Working

New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

When It Comes to IRAs, Know Your Limits

In recent years, IRAs have become the single largest vehicle for retirement savings in the United States.

More Newsletters →