Richard planned carefully for a smooth transition, and there will be no immediate changes to your portfolio’s make-up or the cost of services. Diane, Sam, and Sandy will continue to support you in the Spring City office. Richard selected David S. Coult, CFP®, CLU®, ChFC®, CPFA, founder and President of Milestone Financial Associates, along with his team as his successor to care for you and your family in the future. Dave has been in the financial planning business for more than 24 years and, like Richard, is a CERTIFIED FINANCIAL PLANNER™ Professional and a registered representative with Commonwealth Financial Network®. The teams at Valley Forge Wealth Management and Milestone Financial Associates have an existing relationship and look forward to working together to provide “Revolutionary Service” to you in the future. To learn more about Dave and his team at Milestone Financial, feel free to check out their website at www.milestonefa.com.
Every client is different. At Valley Forge Wealth Management, we take the time to listen to our clients and get to know them before making any recommendations. We can then design customized solutions for their unique situation and ensure these are implemented according to the client’s overall plan.
The professionals at Valley Forge Wealth Management help individuals, families, and businesses clarify their goals, design a written plan of action, and implement the changes necessary to achieve them.
It is with a heavy heart that we announce the passing of Richard Hand, our founder, on Wednesday, May 12, 2021. Our team is devastated by this tragic loss. We would like you to know Richard planned carefully for a smooth transition, and there will be no immediate changes to our business. Richard selected Dave S. Coult, CFP®, CLU®, ChFC®, CPFA®, founder and President of Milestone Financial Associates, along with his team his successor to care for you and your family in the future. If you would like to learn more about Milestone Financial please visit www.milestonefa.com.
In honor of his love of flying, relatives and friends may call between 12:00 and 1:30 PM. Thursday, May 27, 2021 at Heritage Field Airport, 3310 W. Ridge Pike, Pottstown, followed by the Memorial Service at 2:00 p.m. Interment will be private.
In lieu of flowers, the family requests that contributions be made in Richard’s memory to the Esophageal Cancer Action Network (ECAN), ecan.org PO Box 243, Stevenson, MD 21153 or to Autism Speaks, autismspeaks.org 1060 State Road, 2nd Floor, Princeton, NJ 08540.