Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

After identifying what success means to you, the next step is to turn your dreams into goals.  Goals may be for retirement, education, estate planning, survivor, disability, or long-term care needs, income tax or debt management and more.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.  We can help you execute a sound financial program utilizing the following products and services:

  • Investment Management
    • IRA's, Roth IRA's
    • 401(k), 403(b), 457 Plans
    • College Savings Plans
    • Mutual Funds
    • Separately Managed Account
  • Income Tax Preparation
  • Insurance and Annuity Products
    • Term and Whole Life Insurance
    • Long-Term Care Insurance
    • Disability Insurance
    • Fixed Annuities
    • Variable Annuities
    • Equity Indexed Annuities
  • Notary Services

We also refer to a number of other well-qualified professionals when help is needed in areas such as legal services and health insurance.

Fee schedule for Planning Services:

Financial Planning: The Investment Advisor Representative (IAR) agrees to provide Client with a one-time financial plan that will include a review of Client's financial circumstances, financial goals, and a written report of recommendations.

Flat Fee: $600

Complex Planning Services: The IAR agrees to provide services to Client that will either be complex in nature and/or will require a significant amount of time to complete.  A plan proposal outlining the services will be provided and agreed upon prior to starting services.

Fee: $175 per hour

Financial Counseling: The IAR agrees to review financial topics chosen by the Client.  For example, the IAR may assist Client in designing personal financial goals and objectives and recommendations as to the allocation of present financial resources among different types of assets.

Fee: $175 per hour

 

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 The Pennsylvania Treasury is holding billions of dollars of unclaimed funds that have been sent by employers, insurance companies, and more.  To find out if some is yours and claim your money, click here.

  

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For your federal tax refund status, tax forms, and more, click here.

                                       

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Have you checked your social security statement to be sure your earnings history is completed?

 

 

 

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Insuring access to complete and affordable financial advice.