Retirement income, planned with care since 1969.

We’re a family financial advisory firm in Bensalem, PA, helping individuals and small businesses plan for retirement—from establishing a 401(k) plan to rolling savings into an IRA and creating income designed to last a lifetime.

Schedule a retirement income review Or call 215-633-9500

When you call, you'll talk with one of us.

**Connor Golden, CFP^®**Financial advisor

3070 Bristol Pike, Bensalem. Serving the Greater Philadelphia area, South Jersey and clients across the country.

Start with where you are today.

Retiring in the next 5 to 15 years

Find out what your savings can pay you each month, when to claim Social Security, and what to do with your 401(k).
Already retired

Keep your income steady, keep taxes in check, and make sure your family knows the plan.
Running a business with fewer than 100 employees

Set up or take over your company's 401(k) plan, keep fees in view, and give your employees someone to call.

The questions people bring to their first meeting.

Most people don't come to us asking about investments. They come with a question that has been keeping them up at night.

"Will my savings last as long as I do?"

We put your savings, Social Security and any pension on one page, then show you the monthly income they can support, year by year.

"When should I take Social Security?"

The age you claim changes your benefit for the rest of your life. We lay your options side by side before you file, including what it means for your spouse.

"What do I do with my 401(k) when I leave my job?"

You usually have four choices: leave it, move it to a new plan, roll it to an IRA, or cash it out. We walk through each one, including the taxes, before you move a dollar.

How working with us starts.

A short introductory call

You tell us what's on your mind. We ask a few questions and tell you plainly whether we're the right fit.
A simple questionnaire

We send a short questionnaire about your accounts, income, goals and comfort with risk, so our first meeting is about you, not paperwork.
Your plan, explained step by step

We build your plan and walk you through it in plain English, in person or by video. You decide what happens next.

Schedule your introductory call Read common questions

A family firm since 1969.

Sam Augustine, a U.S. Navy veteran, began advising families in 1969. His daughter, Angela, joined him in 1994 and has led the firm since 2004.

We still plan the way Sam did: for the long run, for the whole family, and with a person who knows your name when you call.

Read our story

Sam Augustine, founder of Augustine Financial Group — Sam Augustine, founder.

1969
Sam Augustine begins advising families.
1994
Angela Augustine joins her father in the firm.
2004
Angela becomes managing principal.
Today
Serving families and businesses across Greater Philadelphia, South Jersey and the country.

Schedule a retirement income review.

Tell us a little about where you are, and we'll call you to find a time that works. Business owners: choose "401(k) plan for my business" and we'll set up a plan review instead.

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Retirement income, planned with care since 1969.

Start with where you are today.

Retiring in the next 5 to 15 years

Already retired

Running a business with fewer than 100 employees