The Giles Financial Group

<body bgcolor="#ffffff" text="#000000"> <table style="font-family:Arial, Helvetica, sans-serif;" border="0" cellpadding="0" cellspacing="0" width="609"> <tr> <td width="384" valign="top"> <table cellpadding="3" cellspacing="0" border="0" width="384"> <tr> <td align="center" width="1%" valign="middle"> <img src="/files/16553/giles.JPG" alt="The Giles Financial Group" height="177" width="552" border="0"> </td> </tr><tr><td> <span style="font: 10pt Arial, Helvetica, sans-serif;"> <b>The Giles Financial Group</b> <br> <br>16 Commerce Dr. PO Box 7005 <br>Wyomissing, PA 19610 <br>Phone: 610 373-7311 <br>FAX: 610 373-5021 <br> <table border="0" cellpadding="0" cellspacing="0"> <tr style="font:10pt Arial, Helvetica, sans-serif; vertical-align:top;"> <td>Email:  </td><td> <a href="mailto:cgiles@gilesfinancial.com"> cgiles@gilesfinancial.com</a> <br> </td> </tr> </table> <br> </span> </td> </tr> <tr> <td colspan="4" style="font: 10pt Arial, Helvetica, sans-serif; vertical-align:top;"> <blockquote> <table style="WIDTH: 471px; height: 882px" cellspacing=0 cellpadding=0 border=0> <tbody> <tr> <td><br> <br> <p><font face=Arial size=2><img alt="" hspace=0 src="/files/16553/left07a.jpg" align=right border=0>At <b><font color=#a0274b><b>The Giles Financial Group</b></font></b>, we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets.</font></p> <p><font face=Arial size=2>As a member of PartnersFinancial, an independent national financial services company, our responsibility is to provide access to those sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc. With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make. For example,</font></p> <p><br> <br> <hr> <p></p> <blockquote><font face=Arial size=2>What are the best strategies for <b>corporations</b> to:</font> <ul> <li><a href="http://pfyfn.com/files/nfp/newsletterbdf1.html"><font face=Arial size=2>Prepare for leadership and financial contingencies?</font></a> <li><a href="http://pfyfn.com/files/nfp/newsletter79da.html"><font face=Arial size=2>Balance cost and appreciation of fringe benefits?</font></a> <li><a href="http://pfyfn.com/files/nfp/newsletter82e3.html"><font face=Arial size=2>Maximize the value of retirement plan benefits?</font></a> <li><a href="http://pfyfn.com/files/nfp/newsletter2b49.html"><font face=Arial size=2>Combat erosion of executive benefits?</font></a> <li><a href="http://pfyfn.com/files/nfp/newslettere4cc.html"><font face=Arial size=2>Liquidate corporate owned life insurance policies for<br> more than their cash surrender values?</font></a></li> </ul> </blockquote> <blockquote><font face=Arial size=2>What are the best strategies for <b>family businesses</b> to:</font> <ul> <li><a href="http://pfyfn.com/files/nfp/newsletter1525.html"><font face=Arial size=2>Secure the best future for the companies they have built?</font></a></li> </ul> </blockquote> <p> <blockquote><font face=Arial size=2>What are the best strategies for <b>affluent individuals</b> to:</font> <ul> <li><a href="http://pfyfn.com/files/nfp/newsletter4ece.html"><font face=Arial size=2>Protect financial achievement and assure long term goals?</font></a> <li><a href="http://pfyfn.com/files/nfpnewsletter17bb.html"><font face=Arial size=2>Sell their old life insurance policies instead of surrendering them?</font></a></li> </ul> </blockquote> <hr> <p> <blockquote><font face=Arial size=2>What are the best strategies for <b>affluent families</b> to:</font> <ul> <li><a href="http://pfyfn.com/files/nfp/newsletterbc9a.html"><font face=Arial size=2>Control the value of their legacy over generations?</font></a></li> </ul> <p align=center><b><font face=Arial color=#a0274b size=2>We can help you get the answers you need</font></b> <p align=center><b><a href="http://pfyfn.com/files/nfp/newsletter10d0.html"><font face=Arial color=#a0274b size=2><b>The Giles Financial Group</b>- The Decision Process</font></a></b></p> </blockquote> </td> </tr> </tbody> </table> </blockquote> </td> </tr> </table> <table border="0" cellpadding="0" cellspacing="0" width="384"> <tr><td colspan="2" width="192" height="43" valign="bottom"><img src="/graphics/7/TA12_r4_c1.gif" width="192" height="43" border="0" alt="Calculators"></td><td colspan="2" width="192" height="43" valign="bottom"><img src="/graphics/7/TA12_r4_c4.gif" width="192" height="43" border="0" alt="Newsletters"></td></tr> <tr><td width="14" valign="top" background="/graphics/7/TA12_r5_c1.gif"> </td> <td valign="top" width="178"> <p><a style="text-decoration:none" href="index.cfm?type=C&source=content.cfm?ID=126" target="_top"> <b><font size="2" face="Arial, Helvetica, sans-serif" color="#003366">Net Worth</font></b></a> <font size="1" face="Arial, Helvetica, sans-serif"><br>A balance sheet summarizes your assets and liabilities and reveals your net worth.</font></p> <p><a style="text-decoration:none" href="index.cfm?type=C&source=content.cfm?ID=132" target="_top"> <b><font size="2" face="Arial, Helvetica, sans-serif" color="#003366">Federal Income Tax</font></b></a> <font size="1" face="Arial, Helvetica, sans-serif"><br>This calculator can help you estimate your annual federal income tax liability.</font></p> <p><a style="text-decoration:none" href="index.cfm?type=C&source=content.cfm?ID=703" target="_top"> <b><font size="2" face="Arial, Helvetica, sans-serif" color="#003366">Financial IQ Test</font></b></a> <font size="1" face="Arial, Helvetica, sans-serif"><br>Take this quick quiz to find out your Financial IQ</font></p> <p><a style="text-decoration:none" href="index.cfm?type=C&source=content.cfm?ID=705" target="_top"> <b><font size="2" face="Arial, Helvetica, sans-serif" color="#003366">Car Affordability</font></b></a> <font size="1" face="Arial, Helvetica, sans-serif"><br>How much can you afford to pay for a car?</font></p> <p><a style="text-decoration:none" href="index.cfm?type=C&source=calc_hdr.cfm" target="_top"> <b><font size="2" face="Arial, Helvetica, sans-serif" color="#FF0000">More Calculators>>></font></b></a> </p> </td><td width="14" valign="top" background="/graphics/7/TA12_r5_c4.gif"> </td> <td valign="top" width="178"> <p><a style="text-decoration:none" href="index.cfm?type=N&source=content.cfm?ID=1408" target="_top"> <b><font size="2" face="Arial, Helvetica, sans-serif" color="#003366">Surviving the Estate Tax with Survivorship Life</font></b></a> <font size="1" face="Arial, Helvetica, sans-serif"><br> People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy. </font></p> <p><a style="text-decoration:none" href="index.cfm?type=N&source=content.cfm?ID=1391" target="_top"> <b><font size="2" face="Arial, Helvetica, sans-serif" color="#003366">No Better Time Than Now</font></b></a> <font size="1" face="Arial, Helvetica, sans-serif"><br> You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.</font></p> <p><a style="text-decoration:none" href="index.cfm?type=N&source=content.cfm?ID=1419" target="_top"> <b><font size="2" face="Arial, Helvetica, sans-serif" color="#003366">What’s in It for You?</font></b></a> <font size="1" face="Arial, Helvetica, sans-serif"><br> The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.</font></p> <p><a style="text-decoration:none" href="index.cfm?type=N&source=content.cfm?ID=1370" target="_top"> <b><font size="2" face="Arial, Helvetica, sans-serif" color="#003366">More Reasons to Convert</font></b></a> <font size="1" face="Arial, Helvetica, sans-serif"><br> Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.</font></p> <p><a style="text-decoration:none" href="index.cfm?type=N&source=news_hdr.cfm" target="_top"> <b><font size="2" face="Arial, Helvetica, sans-serif" color="#FF0000">More Newsletters>>></font></b></a> </p> </td></tr> </table> </td> <td width="225" valign="top"> <div class="flashBrandingElement" style="margin:3px 0 12px 4px;"> <script type="text/javascript"> AC_FL_RunContent('codebase','http://download.macromedia.com/pub/shockwave/cabs/flash/swflash.cab#version=7,0,19,0','width','215','height','130','src','/graphics/f06_stats','movie','/graphics/f06_stats','quality','high','wmode','transparent','pluginspage','http://www.macromedia.com/go/getflashplayer'); 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