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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>The Pre-Retirement Checklist</p>

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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<p>Asset Allocation</p>

Asset Allocation

Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.
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<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?
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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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