Would you rather have a Certified Public Accountant with finance experience, a former insurance salesman, or a former investment salesman as your financial advisor?
Try something different, an online financial services company for Pennsylvania residents that puts you first.
Start Building Wealth Now
Online Financial Consultation Services
· Scoping the problem
· Framing the economic impact
· Analysis
· Delivering appropriate action items
Online Financial Planning & Administration Services
· Retirement objectives
· Philanthropy
· Estate planning
· Wealth transition
· Other related issues
Wealth Management Services
Analyzing the client's financial circumstances, investment holdings and strategy, and goals.
· Providing assistance in identifying a targeted portfolio design.
· Recommending individual equity and fixed income securities
· Proposing changes in the client's targeted portfolio
“A goal without a plan is just a wish.”
– Antoine de Saint-Exupéry