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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.

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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. 

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Helpful content

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

<p>Perception vs. Reality</p>

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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<p>The Investment Risk No One&#8217;s Ever Heard Of</p>

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. Questions? Contact us today.

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