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4 Lemoyne Drive Suite 103
Lemoyne, PA 17043

717-920-0770

 
Behavioral Finance The Wild West of Data Theft Supporting Local Business In a Crisis Retiring in a Post-Pandemic World

You Take Center Stage

 
People are bombarded by the media, bullied by sales people, and bewildered by all the knowledge needed to manage personal finances. We believe that people deserve to have a trusted financial advisor—independent, collaborative, and loyal.


We listen to you. We know how important it is for our understanding that you tell your story, explain your circumstance, and reveal your objectives.


Our 6-Step Discovery Process promotes the development of a framework for your financial plan. Goals and values are clarified. Risk tolerance is determined. We talk candidly with you about the intellectual and emotional factors that shape your decision-making.


We know that trust is earned. It takes time to develop an authentic partnership. Communication is essential. Our system of listening and learning is an intentional process that leads to and then supports a collaborative working relationship. The essential outcome is that your needs come into clear focus.


You are in control. We make recommendations, not decisions. You decide which recommendations to follow, and we assist with the implementation.


We build a face-to-face relationship. Online conveniences are wonderful but nothing beats an in-person conversation with a trusted friend

Helpful Content

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Password Protection Strategies

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

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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