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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>IRA Withdrawals that Escape the 10% Tax Penalty</p>

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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<p>Mutual Funds vs. ETFs</p>

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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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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