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, March 29, 2016 at the Wyndham Garden Hotel in Exton, PA. Our showboaters were Mike Hoopes and Dan Frame. Mike (This email address is being protected from spambots. You need JavaScript enabled to view it.) is our property and casualty insurance agent, and Dan (This email address is being protected from spambots. You need JavaScript enabled to view it.) is our electrician.

We had two speakers, but due to regulations in the financial industry, we do not blog about our financial advisor. You can find out more about him on our chapter's website http://letipcce.com/meet-your-sales-force/344-financial-advisor.html. Our other speaker was our residential realtor, Scott Darling (This email address is being protected from spambots. You need JavaScript enabled to view it.). Scott spoke about how and when people may choose to appeal the tax assessment on their home. Scott can help a homeowner to evaluate the assessment of comparable properties in the neighborhood and decide whether an appeal is a good idea. Appealing can be helpful if there appears to be a reasonable chance of decreasing taxes. However, opening up the appeal process can result in a change either way, increasing or decreasing the assessment. Scott is always willing to answer questions and provide advice and assistance.

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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"LeTip is a professional organization of men and women dedicated to the highest standards of competence and service. Our purpose is the exchange of business Tips. Members will, at all times, maintain the highest professional integrity. Each business category is represented by one member and conflicts of interest are disallowed."