COVID-19 UPDATES A Message from Your Advisors at Serratelli Financial Group: We want to share information about the steps we’ve taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe. This event, first and foremost, has all of us focused on the safety and health of our families, friends, and clients. We are closely monitoring the rapidly changing data and facts associated with COVID-19 and the impact it is having both locally and around the world. We want to assure all of you that we have a Business Continuity Plan in place to minimize any possible disruption to our firm and our ability to service our clients. We are prepared to continue the high level of service you expect from us. We love seeing all of you in the office, however at this time we feel that one on one virtual appointments are what will serve everyone best. Please email Rachel@sfgpa.com if you would like to set up a one on one with your advisor. If you have any questions or concerns, please do not hesitate to reach out. We wish everyone good health as we all work to get through this challenging time.
Understanding Today’s Financial Environment
Welcome, we’re Serratelli Financial Group, a financial organization in Bethlehem, PA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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Our Services
Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.
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The Anatomy of an Index
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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This calculator can help determine whether it makes sense to refinance your mortgage.
How Compound Interest Works
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Do you know these three personal finance sayings?
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How do the markets usually react to elections? Was the 2016 election any different?
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It's easy to let investments accumulate like old receipts in a junk drawer.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?