Understanding Today's Financial Environment
Welcome, I'm Clare Shaw, a financial consultant in Langhorne, 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 you are investing for retirement, college savings or estate planning, our personalized service focuses 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, please call (215) 860-1199.
Helpful Content
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Amplify Your Wealth: How You Can Benefit From a Tax-Intellig
There are many benefits to working with a Financial Professional, however not all Financial Professionals are created equal.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
View all articles 
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
View all calculators
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.