Chletcos Insurance Services

Since 1946 the Chletcos Family has been serving the life Insurance, estate planning and retirement planning needs for their clients.

 

As with most other things in life, the key to achieving your long-term financial objectives is preparation. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you work torwards those goals. The good news is that it’s never too late to start. Of course, preparing your financial future can be intimidating. Luckily, you don't have to do it alone.  At Chletcos Insurance Services, we are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use our web site as a resource, and do not hesitate to contact us at  215 441 3241 or 484 461 6700 for additional information or to schedule a meeting. We look forward in servicing your insurance and financial needs.

 

Two locations to better serve you:

31 South Eagle Rd, Suite 206                  100 Witmer Rd, Suite 100

Havertown, PA 19083                               Horsham, PA 19044

(484) 461-6700                                         (215) 441-3241



 





 

Spending Habits

How much am I spending?

Burial and Final Expenses

What are my needs for burial and final expenses?

Current Retirement Savings

Are my current retirement savings sufficient?

Annuity Tax Advantages

What are the tax advantages of an annuity?

More Calculators →

Key Retirement and Tax Numbers for 2022

Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.

Did You Know Medicaid May Pay You as a Family Caregiver?

Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.

Crisis Averted? Financial Help for Struggling Renters and Landlords

Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.

Grandparent 529 Plans Get a Boost Under New FAFSA Rules

Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.

More Newsletters →