Augustine Financial Group, Inc.

 A multi-generational firm, established in 1969, we have developed a wealth of knowledge and experience that has provided solutions to both client needs and wants.

We are pleased so many clients have placed their trust in us for more than thirty years with a few who became clients in our maiden year, 1969.  Earning their trust has been gratifying while we work with all our clients as financial planners for investment planning purposes.

The financial realities of our world are changing.  More and more people rely on their own investments for income during retirement.  One of our prime strategies is a program designed to divide investments up into multiple time-segmented pools that have different growth and security objectives.   Watch this short video

Our goal is to offer Confidence with a structured plan;  Income designed to last and a reduced level of uncertainty regarding income and a legacy for your heirs.

In the Resources section, in addition to information referenced above, you also have access to our branch associates and other useful links. 

 We would like to thank you for coming to our Website where you will find a wealth of information in the form of newsletters, articles, calculators, market and research reports and valuable presentations. 

 Totems: Tire-Carrier Bike WeWLocated in Bensalem (Bucks County) PA, providing easy access from all surrounding areas.

We invite your calls and requests.

Angela Augustine, Therese (Augustine) O'Connell

 Securities offered through Securities America, Inc., Member FINRA/SIPC, Angela Augustine, Therese O’Connell, Registered Representatives.  Advisory Services offered through Securities America Advisors, Inc.  Angela Augustine, Therese O’Connell, Investment Advisor Representatives.  Augustine Financial Group and Securities America companies are not affiliated companies

 
Calculators

IRA Eligibility

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Required Minimum Distributions

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

More Calculators →

Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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