Building Futures
About Us
Working with Chester Springs Financial Group
Chester Springs Financial Group, LLC is a full service investment firm. Co-founder, Michael J. Dedda, has worked in the industry since 1993 and has brought his knowledge and experience to CSFG to provide comprehensive one stop investment and insurance strategies.
Our detailed process starts with a consultation, where we establish a close, trusting relationship that allows us to get to know each client deeply. The custom planning process includes an extensive asset analysis, understanding current cash flow needs, and a deep analysis of each client's financial goals. Our goal is to create a personalized financial strategy that adjusts as our client's goals and circumstances evolve.
Personal financal planning is designed to help the client articulate and quantify goals, organize financial data, identify needs and opportunities and evaluate alternative courses of action
Meet Our Team
Our Services
Our core investment strategy is rooted in our primary tenets of asset allocation, diversification, and a long-term perspective.
Specialized Financial Planning
Chester Springs Financial Group provides various levels of comprehensive and specialized financial planning. Personal financal planning is designed to help the client articulate and quantify goals, organize financial data, identify needs and opportunities and evaluate alternative courses of action. It includes an analysis of net worth, income taxes, cash flow, investments, employee benefits, and insurance and estate planning
Services Include
- Roth, Traditional, Education, SEP, SIMPLE IRAs
- 401(k), 403(b), TSA and Profit Sharing Plans
- Savings Accounts, Money Markets
- Privately Managed Money
- Pensions, Deferred Compensation
- Defined Benefit Plans
- Section 529 Plans
- Trust Services
- Insurance Services: Life, Disability, Long Term Care, Business
- Employee Benefits
- eMoney Financial Planning
Our Process
Introductory Meeting
This is the first part of establishing a fruitful partnership, so be prepared! Our goal is to mutually establish what each of our expectations are and establish whether an ongoing relationship is a good fit. In this phase we will identify your goals, priorities, preferences, as well as potential obstacles.
Exploration Phase
Based on our first meeting, we now take a deeper dive into your individual financial situation. During this session we begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. This phase is essential to developing a customized, comprehensive plan.
Detailed Planning
Ongoing Aid & Advice
As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you. Your priorities and goals will inevitably shift through time which is why we are here to proactively update and evolve your financial plan.
Contact Us
Chester Springs, PA 19425
(610) 827-1000
(610) 827-0844
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Chester Springs Financial Group and Great Valley Advisor Group are separate entities from LPL Financial
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.