financial planners bucks county

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Trust Our Retirement Planners In Bucks County

Bucks County Retirement Planner: If you’re looking for a proven way to grow and preserve your retirement nest egg without the up-front costs, market risk, and recurring fees associated with traditional financial products, the Crash Proof Retirement System may be exactly what you need. This retirement planning system was developed by Phil Cannella and is used exclusively by our financial planners at Crash Proof Retirement to preserve 100% of your principal and provide the potential for competitive growth. How does it work? By utilizing revolutionary Crash Proof® Vehicles that are guaranteed and customized to address the specific financial concerns and goals of investors in or near retirement.

These retirement planning products already proved their worth when they protected thousands of retirees from losing their money in the crash of 2008, 2020, and 2022. These vehicles can work for you to protect your money during the next market crash and they can work for you too during the next crash. Our licensed Retirement Educators have thoroughly studied these retirement planning products and they are ready to help you develop your financial literacy and build your confidence so you can make informed decisions about income planning, estate planning, tax planning, and more.

If you’re ready to protect your hard-earned retirement savings, the retirement financial planners at Crash Proof Retirement can help you! Call 1-800-722-9728 to schedule an appointment with a licensed independent educator or fill out the request appointment form on this page. Appointments are available in person or through easy-to-use video conferencing.

Bucks County Retirement Planner: If you live in Warrington or anywhere else in Bucks County, PA, you need to speak to a retirement savings advisor at Crash Proof Retirement today! We are the only company capable of developing your customized Crash Proof Retirement Guide. Wendy Hellyer is a music teacher from Bucks County, PA and she explains how our financial planners are like the conductor of an orchestra, blending multiple types of financial instruments into a finely tuned arrangement designed to satisfy your unique financial goals. Your customized retirement plan will be a roadmap for dividing your assets among products offered by various companies, all of which are highly rated in the retirement planning industry. Each retirement plan is tailored and built on the foundation of preserving your principal, so you won’t have to worry about a market crash erasing everything you have worked for.

Best Financial Advisors in Warrington

Each of the specialized insurance instruments that make up the Crash Proof Retirement System are divided into separate vehicles like IRA assets and non-qualified or non-IRA assets. Each one has its own purpose, and when they’re blended together, they work efficiently and effectively to achieve your retirement goals. Not only will your retirement system provide the guaranteed income you need in your golden years, it also has the potential to grow your portfolio until it’s greater than your initial deposits while protecting it from the downsides of market risk. And that retirement planning protection doesn’t come at the expense of flexibility. Your retirement guide allows you to adjust your income as necessary, and access lump sum amounts if you run into a financial emergency. You even have the flexibility to maintain direct management over certain assets of your choice.

What are Crash Proof® Vehicles?

Most financial planners at big investment companies won’t tell you that there are two classes of investments to choose from: Risk-Class investments and Fixed-Class investments. Sound financial planning means knowing which types of investments are appropriate for which stage of your life. A good retirement advisor will tell you about all the financial products available to you and the pros and cons of each. While high-risk security-based investments may be appropriate for younger investors, people in or near retirement simply can’t afford to take a chance on losing their retirement savings during a market crash or fluctuation. Your average retirement savings advisor won’t tell you about Fixed-Class investments because they don’t allow traditional financial advisors to collect ongoing fees and commissions. The licensed retirement phase advisors from Crash Proof Retirement will always look out for your best interests. If you’re in Warrington or other Bucks County communities and would like to know more about the differences between Risk-Class and Fixed-Class Investments, fill out the request appointment form on this page or call 1-800-722-9728 to schedule a time to speak with one of our retirement planners. Appointments are available in person or through easy-to-use video conferencing.

Bucks County Retirement Planner: The revolutionary Crash Proof Retirement financial planning strategy only utilizes Fixed-Class investments, which contain features that benefit the consumer, rather than the financial advisor. As a result, these Crash Proof® Vehicles credit interest without ever losing principal. In addition, these investments:

  • Are protected from Bankruptcy
  • Are tax-deferred
  • Give you access to your money at any time
  • Allow your beneficiaries to receive the investment’s full growth at your passing

Created in 1995, Crash Proof® Vehicles are issued by insurance companies, meaning they exist outside the high-risk securities industry. Your average financial advisor will never tell you about these investment contracts because they grow without fees or commissions. These investment contracts are so revolutionary, in fact, that the Wharton School of Business concluded in a 2010 study that based on the performance of these products, they couldn’t be placed in any existing investment product category. Since they can grow your assets without ever placing you at risk of losing your retirement savings during a market crash, we call them Crash Proof® Vehicles. One more thing: a traditional financial advisor generally makes most of their money from the recurring fees associated with high-risk security-based investment products. When you speak to a retirement planner at Crash Proof Retirement or attend one of our educational retirement events, we will always tell you about the best investments for you, not just the ones that make us the most money.


Bucks County Retirement Planner Consumer-Driven Process

Bucks County Retirement Planner: The Crash Proof Retirement Strategy is the exclusive intellectual property of Crash Proof Retirement. That means we’re the only company in the country that can use this incredible investment strategy. Your traditional financial advisor doesn’t have access to our proprietary system, so if you live in Warrington or Bucks County, PA, you won’t get this advice anywhere else.

A retirement savings advisor that recommends products from the high-risk securities industry will conduct business with all age groups, regardless of their suitability; when you speak to a retirement planner from our firm, however, you’ll know that we work exclusively with investors in or near retirement. Every financial advisor from our firm is also required to attend continuing retirement planning education courses so they can stay up to date on the latest developments in income planning, estate planning, and tax planning. The Crash Proof Retirement consumer-driven process makes us one of the only companies in America that puts the needs of our clients ahead of our own. We will always ensure that you are educated throughout every step of the process so you can feel comfortable making informed decisions about your financial future.

If you live in Bucks County, PA communities like Warrington or you’re looking for a retirement planner in Levittown, get in touch with Crash Proof Retirement today. It’s never too late to start planning for your future!

1-800-722-9728 • E-mail us at:

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