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BestVest Investments, a financial services firm based in Media, PA, to offer members financial planning, investment and insurance services. We are here to help you create financial independence now and for the future. Whether your goal is preparing for retirement, college savings, or estate planning, our personalized service focuses on your needs and financial goals.  For additional disclosures or information, visit www.bestvest.net. 

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Our Services

BestVest Investments is looking to provide the highest quality investment and insurance services and independent investment products to all Police and Fire Federal Credit Union members. Retirement Planning with Income Strategies, Educational Planning, Investment Portfolio Review and Construction, as well as Insurance Needs Analysis, are the core of our services. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

 

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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