At A Better Way Financial, we pride ourselves on being independent, fiduciary retirement planners. That means we help guide you through all the financial decisions shaping your retirement without bias or ulterior motives. Our focus is doing what is in your best interest – Always.
Families and individuals guided towards the retirement they’ve worked so hard for.
Average amount we showed families in the Lehigh Valley that they could save in taxes throughout their lifetimes.**
Of experience building tailor-made retirement financial plans for the Lehigh Valley and beyond.
Experience an innovative approach to retirement tax planning. We offer individualized solutions to optimize your tax savings throughout retirement.
Your retirement is unique, so your investment strategy should be too. We build personalized portfolios for your goals and risk level, helping you avoid costly mistakes and make confident choices for your future.
Do you know how much you can afford to live on in retirement? We can provide you with a personalized retirement income plan that can help you maintain a steady flow of income throughout your retirement.
We work to guide you through all things retirement so you can be confident in the decisions you are making for your future and for your family.
At A Better Way Financial, we understand that not everyone’s goals for retirement are the same. Our financial plans aren’t one-size-fits-all. They are custom-made for you and your unique situation. We work with you to understand your goals for your retirement and help you on the path towards achieving them.
Experience an innovative approach to tax planning at A Better Way Financial. Our proven strategies go beyond the ordinary, offering individualized solutions to optimize your tax savings throughout retirement. Start a conversation today, and let’s explore how our innovative techniques can uniquely benefit your financial security.
A Better Way Financial’s team is here to guide you toward success. Our custom-built investment strategies can help you establish a retirement portfolio that not only fosters growth but also safeguards your hard-earned savings against market crashes. Talk to us today and let’s begin applying our investment strategies to help align your portfolio to your retirement goals.
Do you know how much you can afford to live on in retirement? At A Better Way Financial, we can provide you with a personalized retirement income plan that can help you maintain a steady flow of income throughout your retirement. Get in contact with us today and let’s explore how our income strategies can help empower your retirement goals.
As independent, fiduciary retirement financial planners, we focus on creating personally tailored retirement plans that are always in your best interest. Discover our process.
You describe the retirement you want, and we work together to craft your goals.
You get a custom-made retirement plan for your wants and needs.
We help you execute your retirement plan and make changes as life changes.
Connect and learn about all things retirement from A Better Way Financial.
In A Better Way to Retire: How a Fiduciary Retirement Planner Can Be the Key to Financial Success, author Frankie Guida, CFP®, helps you learn how to:
+ A Better Way Financial is not affiliated with or endorsed by the Social Security Administration or any government agency.
In The Book on Retirement, you’ll discover tools that can help you empower your retirement.
Join us for a live workshop and complimentary dinner in your area where our retirement financial planners break down important topics for retirees and those planning to retire.
Several things set us apart. First, we focus on retirement — everything we do is focused on the unique needs of retirees and pre-retirees. Second, we are an independent fiduciary firm, meaning we are not tied to any one company’s products or strategies. We can offer the best options in the marketplace that meet your unique needs at that point in time. Third, we focus on being your one-stop-shop for all your financial needs, including preparing your tax returns in-house, designing a plan to tax-efficiently distribute income throughout your lifetime, guiding you through your estate planning needs, reviewing all your different types of insurance for adequate protection, and so much more. This allows us to connect all of these things directly to your retirement plan — an aspect of planning our firm focuses on. It is for these reasons and more that we’ve been voted the #1 Financial Planning Firm in the Lehigh Valley by Morning Call readers for two years in a row so far (2024 and 2025).
As fiduciaries, we are legally and ethically required to act in our clients’ best interests — not ours — at all times. Unlike brokers who operate under a “suitability” standard (meaning they only have to recommend products that are suitable for you), a fiduciary standard is a higher bar. At A Better Way Financial, the recommendations we make are designed to serve your goals, your retirement, and your financial well-being, not just someone “similar” to you. We are a company built on integrity. We feel it is best to do the right thing with everything we do.
We work primarily with individuals and couples who are pre-retirees or are already retired. This typically means you are 55 years of age or older and are beginning to plan for retirement or are already retired. Our strategies are designed for those who have saved $500,000 or more in investable assets and are looking for a trustworthy partner to help them protect what they’ve saved, create a plan for reliable retirement income, help them save on taxes over their lifetime, and leave their legacy efficiently to their families when they pass it on.
Everything that we do until you decide to become a client is complimentary. We work with you to discover your goals for retirement and determine if we’re the right fit for you. Then, we develop your retirement roadmap, where we lay out the strategies we recommend to help you achieve your goals. Within that plan, we explain in detail all the costs associated with your current plan, as well as those you may have when working with A Better Way Financial to implement and manage your plan.
Our office is located at 6357 Airport Road, Allentown, PA 18109, which is two miles North of the ABE airport. We primarily serve clients throughout the Lehigh Valley and surrounding areas of Pennsylvania and New Jersey, though we do work with clients across the country and have capability for virtual appointments. You can reach us by phone at (610) 440-1700 or by email at abwf@abetterwayfinancial.com.
Meet your Retirement Financial Professionals
Learn more about the financial professionals at A Better way Financial that will help empower your retirement dreams.
Charitable Giving
Learn more about how you can give back to your favorite charities in a more tax-efficient manner.
We’re here to help answer any questions you may have about how you can achieve your retirement goals. Please fill in your contact information, and we’ll be in touch shortly! You may also reach us at (610) 440-1700 or send an email to abwf@abetterwayfinancial.com.
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