• About us

    As fee-only financial advisors, we sell no products and receive no commissions. With our unique Open Retainer, you pay us an annual fee that covers all our meetings and full access to us at no additional charge whenever you have questions or your circumstances change.

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  • Personal Financial Planning

    Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change.

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  • How Do I Make the Right Financial Decisions?

    No matter where you are in life, financial decisions abound. And when you’re busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the right decisions. We can help.

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  • Personal Financial Planning

    Holistic financial planning is a process, not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change.

    Read More
  • How Do I Make the Right Financial Decisions?

    No matter where you are in life, financial decisions abound. And when you’re busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the right decisions. We can help.

    Read More
 

Financial Planning

When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals.

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Investment Advice

Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both.

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Taxes

The IRS estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 billion. Minimizing your taxes can yield dollars you can use to achieve your goals and accelerate building wealth.

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Investment Advisory products and services are offered through advisory representatives of Plans to Prosper®, LLC, an investment advisory firm registered with the State of Pennsylvania.

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