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Hepburn Financial Advisors
508 Elm Avenue, Suite 100
Phoenixville, Pennsylvania 19460-3325
Office: 610-933-4442

Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem

Helping you navigate your financial future

Regardless of how you arrived at your current level of success, one thing is certain - you couldn't have done it without a vision and a strategy.

As a financial advisor to successful business owners, executives and high net worth individuals, Hepburn Financial Advisors helps its clients navigate the financial hazards and find favorable winds for smooth, confident sailing to their financial destination.

Doesn't it make sense to have a seasoned professional aboard for your voyage?

Doug Hepburn, CPA/PFS, CFP®, MS Taxation

Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Saving for College 101

Here’s a crash course on saving for college.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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