Financial planning for Perkasie families.

What we see locally

The Pennridge area has a different economic texture than the townships closer to Philadelphia. There are more family-held businesses, more small manufacturers, and more people who have spent twenty or thirty years at the same employer. Both patterns produce the same question from opposite directions: how do you turn something you spent a career building into income that holds up?

For owners, that question is about succession. Whether the business passes to a family member, sells to a third party, or winds down, the structure of the exit affects the tax outcome and the timeline more than the sale price often does. Owners also carry retirement plans of their own — SEP and SIMPLE arrangements are common at this scale — and those need coordinating with whatever the exit produces.

For long-tenured employees, the question usually arrives as a decision with a deadline. A pension offering a lump sum or a monthly benefit. A plan balance that needs a decision when employment ends. We walk through the full set of options available in each case, including leaving things where they are, because the right answer depends on your other assets, your health, your spouse’s situation, and when you intend to stop working.

There is no office in Perkasie. Our Quakertown office is about ten minutes away on Route 313 and runs by appointment, so meetings are scheduled rather than queued. Our Glenside office is roughly forty-five minutes south.

Business owners in particular tend to want continuity — the same advisor across the years in which a company is built, handed over, and eventually sold or closed. That is easier to provide from two offices with two advisors than from a branch network, and it is the usual reason people here are willing to drive a few extra minutes.

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Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.