Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Our Services

RETIREMENT PLANNING 

We will take the time to get to know you so we can give you the best advice.

  • A personalized strategy for each of your life goals.
  • Using our eMoney reporting and planning software, we will help customize a plan that is right for you.
  • We work with large number of School District & Commonwealth Employees in addition to many Small business owners here in Central PA and have done so for over 29 years.

LIFE INSURANCE

Protect your loved ones. Protect what is most important to you.

  • Shop and SAVE when it comes to TERM Life Insurance. We shop only highly rated insurance companies.
  • Permanent Life Insurance policies that can not only protect your family in the event of premature death, but offers access to the death benefit for Chronic or Terminal Illness.
  • We are Independent and know how to get you the best rate.
  • Policy Review. When is the last time you took a close look at your life insurance policy?  Let us review what you have, either through work or personally owned. We will make sense of it and give you a straight forward option to see how it fits into your current and long term needs.

INVESTMNETS

Let us customize the right investment for YOU. We will help define your GOALS and Risk Tolerance and match you with the best fit. We explore all options and have a variety of investments to meet YOURS NEEDS.

  • Stocks
  • Bonds
  • Mutual Funds
  • ETF's - Exchange Traded Funds
  • REIT's - Real Estate Investment Trusts.
  • Annuities - Fixed and Variable

RETIREMENT & INVESTMENT PLANS

Whether your goal is to Preserve or Grow your money we can design a custom plan for you.

  • IRA - Individual Retirement Account
  • IRA ROLLOVER - Individual Retirement Account, directly moved from your companies Pension or 401(k) plan.
  • ROTH IRA - A type of individual retirement account allowing a person to set aside after-tax income up to a specified amount each year. Both earnings on the account and withdrawals after age 59½ are tax-free. (subject to income limits and certain rules)
  • 403(b) - A retirement plan similar to a 401(k) plan, offered by non-profit organizations, such as school districts, universities, and charities, rather than corporations.
  • SIMPLE IRA - A Savings Incentive Match Plan for Employees Individual Retirement Account. A great small business retirement plan solution.
  • Non Retirement Accounts - Full menu of investment options though our Wealth Management Investment Platform.