Broker Check

1253 Centre Turnpike
Orwigsburg, PA 17961

Planning Together

Planning Together

We are here to guide you through every stop of life.  From your graduation through your later years, let us be your drivers on this journey.

Learn about our Products & Services
Supporting the community

Supporting the community

Running a small business is about more than profit and loss.  It’s about contributing to the health of the community and being a good neighbor. 

Learn how we give back

Helpful content

We offer a full library of resources to help boost your financial planning knowledge.

<p>Should You Tap Retirement Savings to Fund College?</p>

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More
<p>The Great Debate Continues: Active vs. Passive</p>

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Learn More
<p>Test Your Life Insurance Knowledge</p>

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Learn More

Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. Contact us today.

Thank you!
Oops!