Within easy reach of Malvern.

American Retirement Pros is based in Malvern and works with families across Montgomery County, including King of Prussia, Norristown, Lansdale, Blue Bell, Conshohocken, Ambler, Willow Grove and Pottstown. Whether you are already retired or within ten years of it, the plan has the same three parts: income you cannot outlive, a tax bill kept as small as the law allows, and a legacy decided on purpose.

Towns we serve in Montgomery County

Why it matters here.

Pennsylvania does not tax most retirement account distributions for retirees, which makes a planned Roth conversion more attractive for Montgomery residents than for people in most other states. It also means the income side of the plan goes further. Jim walks through your own numbers before anything is decided.

What a first meeting looks like.

A free 30 to 45 minute review at a place that suits you in Montgomery County, or by video. Jim looks at your monthly expenses, your Social Security and pension picture, your accounts and what you want to leave behind, and tells you plainly what he sees. There is nothing to buy on the first call.

Jim is a licensed insurance professional, independent, and contracted with nearly every carrier in the market. Most of his clients come by referral from other families in the Philadelphia area.