Urban-Falk of Janney Montgomery Scott LLC

It is our  pleasure to introduce you to our practice.

We have been fortunate to be able to help so many people realize their dreams through sound, financial planning and advice. Our goal is to build long lasting relationships based on trust, honesty and sound, unbiased advice. Together, we will map out a strategy that will help you reach your goals while allowing you to have peace of mind and sleep at night. As you move through the life cycle of investing and working in Flordia has allowed us to coach a good portion of clients through the distribution phase of  their life. We look forward to helping you with yours.

Please feel free to browse our web site to learn more about me and the process we go through. We look forward to meeting you in person and setting up a sound financial plan.


Read about Tom Urban's selection as an "On Wall Street Top 100 Manager" award.

 

Janney is proud to present Outlook 2012: Putting the Pieces Together.  In this valuable resource, Janney’s Chief Investment Strategist, Mark Luschini, provides his outlook for overall economic growth in the U.S. and around the world, as well as his thoughts on trends in major U.S. market sectors, including financials, energy and precious metals.

 

 

 

 

Income for the Ages is a publication which provides the strategic insights of Mark Luschini, Chief Investment Strategist, relative to generating portfolio income for clients of all ages -- particularly for those nearing or in retirement. Click on the image to read the report.


 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

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