Thanks for visting!

We've relocating! In April of 2019, we're movnig up the road 3 miles. Stop in a visit us at 4400 Deer Path Road, Suite 108. Harrisburg, PA 17100.

Here you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you see the opportunities and potential rewards available when you take a proactive approach to your personal finances. We have created this Web site to help you improve your understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Further, we hope you will see the value of working with skilled professionals in pursuit of your financial goals.

We’re here to help educate you about the basic concepts of financial management, and to provide you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in personal finance

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FINRA www.finra.org

SIPC www.sipc.org