Services

Our firm specializes in helping individuals and families develop sound financial strategies. We offer personalized, hands-on service to meet your needs and goals. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many financial challenges of today and know the biggest concern for many is establishing a legacy and outliving their money.  Through our relationship with Penn Mutual Life Insurance Company, broker-dealer Hornor, Townsend, and Kent, LLC, and various other carriers and relationships, we offer a wide variety of products and services including: