Michael Chase Financial LLC

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Michael Chase Financial LLC Providing quality financial strategies to businesses and individuals At Michael Chase Financial, our firm provides insurance and investment consultation.

We focus on educating our clients on products and services for their retirement and insurance needs. We focus on one-on-one customer service and treating every client like family. Our goal with our clients is to direct them in a formation of a plan that mirrors their personal and long term financial goals. Working closely and creating a strong relationship with each client helps us understand their personal and business objectives to evolve their plan as necessary throughout their lifetime and reach there goals in the most efficient manner. Whether you are searching for business or personal financial and insurance needs we look forward to working together and meeting your goals. Thank you for visiting us. Please visit our website for further more detailed information on our products and services! www.michaelchasefinancial.com

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

1524 Linden St. Allentown, PA 18102
610-616-4240

Neither Michael Chase Financial nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Michael Chase Financial is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a ...
10/20/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

10/13/2026

More families are recognizing the value of having a written financial strategy. A clear plan can help align goals, priorities, and income needs while providing direction through life's changes and market uncertainty.

If you'd like to review your current strategy or discuss creating one, let’s schedule some time to talk.

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for inco...
10/06/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

For some people, the appeal of retiring abroad lies in the ability to live well for less than it would cost in the U.S. ...
09/22/2026

For some people, the appeal of retiring abroad lies in the ability to live well for less than it would cost in the U.S. Adventure, lower costs, potentially lower healthcare costs and a richer life can all be yours overseas — but you have to nail the practical details first.

Adventure, lower costs, affordable healthcare and a richer life can all be yours overseas — but you have to nail the practical details first.

Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more pr...
09/15/2026

Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more prepared than you think.

Think paying upfront is always the smartest financial move? Learn why maintaining flexibility with certain expenses may ...
09/08/2026

Think paying upfront is always the smartest financial move? Learn why maintaining flexibility with certain expenses may be worth considering in retirement.

Think paying upfront is the smartest financial move? Discover why staying flexible with some bills is the real secret to stretching your retirement savings.

Worried about the way taxes could affect your standard of living in retirement? With whole life insurance, you can get t...
09/01/2026

Worried about the way taxes could affect your standard of living in retirement? With whole life insurance, you can get the protection you need—and possibly keep more of your retirement income. Contact me to find out how.

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, i...
08/25/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

Millions of people are aging alone now: what living single means for retirement taxes.
08/18/2026

Millions of people are aging alone now: what living single means for retirement taxes.

Some core tax strategies look different when you're living single and planning for one.

08/13/2026

Some habits transcend eras and age groups, but there's one approach younger people use to manage their money much more frequently than an older generation.

Address

3981 Lilac Road
Allentown, PA
18103

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12672425389

Website

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