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1253 Centre Turnpike
Orwigsburg, PA 17961

570-622-0602

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.

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. 

Helpful content

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

How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
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Separating the Signal From the Noise

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.
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What’s Your Investment IQ?

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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