Time & Location

Time & Date:
Every Tuesday from 7am until 8:31am

Location:
Paradigm Financial Group, Inc
120 Arrandale Blvd. Exton, PA 19341
Click here for the map

LeTip Chester County East met on Tuesday, May 6, 2014. Our showboater was our accountant, Dan Harris (This email address is being protected from spambots. You need JavaScript enabled to view it.), who showed us some client organizers that his firm uses as well as a book with highlights of the current tax codes. Dan is well-informed and can help his clients to organize their finances and be ready to file quarterly tax payments and tax returns.

Our speaker was Kallee Grube, our window and door specialist from ClearView Home Solutions (www.clearviewhomesolutions.com). She can help potential clients to assess their needs and wants. Windows and doors can be helpful for improving appearance, light, and function as well as contributing to energy savings in a home or other building. Once the problem or problems have been identified, Kallee can offer solutions at several different price points. She wants to work with each client to solve problems and improve their living experience; she is not just out to sell a product. She showed us different types of windows, with the best being a triple pane of glass with krypton gas between the panes. These windows will provide insulation from cold in the winter and also prevent solar heat gain inside the house in the summer. ClearView offers products in many different colors, with various wood options and hardware options available. Kallee can also add shutters. Contact her today to discuss your needs and see the solution options she can offer.

Random Member!

Dave Kozak - Financial Advisor

Dave Kozak - Financial Advisor
Elite Collegiate Planning, LLC
Managing Partner at Paradigm Financial Group, Inc.

LeTip Member Since November 2013
1570 Conestoga Rd Chester Springs, PA 19425
1-888-959-2872
https://pfgiusa.com
http://www.elitecollegiateplanning.com
Send Dave an Email

As the founder of Elite Collegiate Planning and a managing partner at Paradigm Financial Group, Inc., Dave Kozak works with hundreds of families across the country to redefine what money means to them.

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