Service Area
Philadelphia and 40 miles out.
Jim is based in Malvern, in Chester County. He meets people across the Delaware Valley, from Center City to Lancaster and Reading, plus Wilmington and South Jersey, in person or by video.
Home is Chester County. Work is the whole valley.
Pennsylvania is a big retirement state and one of the best in the country to retire in for tax reasons. Pick your county for what that means where you live.
Your kitchen table, a coffee shop near you, or a video call.
American Retirement Pros does not have a storefront, on purpose. Jim comes to you anywhere in the Philadelphia area, or meets by video if that is easier. Same week availability for urgent situations, family meetings when adult children should understand the plan, and joint meetings with your CPA or attorney when the pieces need to line up.
Clients outside the area are welcome too. Jim is licensed in Pennsylvania and can work with people in other states, but Philadelphia and the counties around it are home.
The climb was yours.
Let us plan the way down.
One free conversation about income, taxes and what you want to leave behind. In person around Philadelphia or by video.
(610) 324-3978Book a free review →