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717-920-0770
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Lemoyne, PA 17043

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717-920-0770

 
No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal

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

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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Systematic Withdrawals in Retirement

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Assess whether you are running “in the black” or “in the red” each month.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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This calculator will help determine whether you should invest funds or pay down debt.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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Long-Term-Care Protection Strategies

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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

Tax Management Strategies

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Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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In life it often happens that the answers to our most pressing questions are right in our own backyards.

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Even low inflation rates can pose a threat to investment returns.

When Special Care Is Needed: The Special Needs Trust

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