Biffen Investment

Prosperity through Timeless Values...

Welcome to our website! For almost 40 years, Biffen Investment Advisers has worked with residents of the southeastern Pennsylvania area through the development and implementation of intelligent, effective long-term financial strategies customized to each client's personal goals and resources. Biffen holds itself to high standards and recognizes the importance of trust and ethical behavior as part of an enduring business philosophy. A great strength of our company is that David has spent his entire career in Financial Services. He is one of only a handful of Advisers who holds a Masters Degree in Financial Planning. 

Biffen Investment Advisers has created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we want you to see the value of working with skilled professionals to pursue your financial goals. 

Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.


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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Car Affordability

How much can you afford to pay for a car?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

Leaving Memories, Not a Mess

Although it is not a legal document, a letter of instructions enables you to clearly describe your preferences for a variety of issues, such as organ donations, memorial/funeral arrangements, and other details that are not specified in a will or a trust.

In a Category All Its Own

Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

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