He focuses on providing financial strategies to help pre-retirees and retirees toward achieving their goals, including with asset protection, income and growth. He also assists clients with retirement planning, eliminating or reducing estate and income taxes, preparing for unexpected financial needs, wealth transfer and multi-generational planning, and creative long-term care planning (with or without insurance).
His knowledge and experience has been featured in USA Today, KYW, CNBC, Kiplinger, U.S. News & World Report, Yahoo News, The Norristown Patch, The Reading Eagle Forbes and Authority Magazine. Jeff is also the host of “Financially Speaking with Jeff Bush” on Pottstown’s local television station, PCTV Network.
Earlier in Jeff’s career, he worked as a registered representative with Delaware Valley Financial Group in King of Prussia, PA. He developed a strong base of clientele and later served as the firm’s brokerage manager.
Jeff received his MBA in Finance from St. Joseph’s University and graduated Magna Cum Laude from Alvernia University, majoring in Business Management. He holds professional licenses, which include Series 6, 7, 63, and 65. He has obtained the designations of Chartered Life Underwriter® (CLU) and Chartered Financial Consultant® (ChFC) from The American College of Financial Planning, and he’s an investment advisor representative.
He graduated from Leadership Berks and was active in Big Brothers and Big Sisters of Berks County, including serving on its board of directors. Jeff was the recipient of the first “Chairman’s Award” for excellence in community service while working at UGI. He also served on the board of directors for the Philadelphia Chapter of the National Association of Life Underwriters. Jeff is active in various personal development coaching groups, including Anthony Robbins Elite Coaching program and the Strategic Coach. He is a past president of Hillside Aquatic Club and the Tri County Swim League.
Jeff resides in Pottstown with his wife, Diane, and their four children.