Office Locations:

 

2382 Elmira Street,

Sayre, Pennsylvania 18840

 

301 West Grove Street,

Clarks Summit, PA 18411

 

600 West Germantown Pike, Suite 400

Plymouth Meeting, PA 19462

 

Call us Toll-Free at

(800) 729-1564

 

 

Thank you . . .

for taking the time to check us out.


A friend of ours has invited you to our website to take a look at what we do. We are thankful that our friend was willing to share with you some of the benefits they received by working with us. It is very difficult in this complex world we live in to know where to turn for help. For this reason, we have set up this website to allow you to learn more about us and what is it that we do so you can make a clear, informed decision as to whether or not you would like to meet with us.

As we noted on the card you may have received, we don't ask for the names of any referrals. No one from our office will contact you. The ball is in your court. If you decide a meeting would be beneficial, please click the "Schedule A Meeting" tab or give us a call at 800-729-1564.

Our clients that refer us have enlisted a special trust in us - that we help you as we have helped them. It is very humbling and we take this trust very seriously.

Please enjoy your time here and we hope to hear from you soon!

Sincerely,

The Folks at

Your Money Matters

What we do and how we
can help you:

According to a study conducted by ING, it's estimated that over 90% of baby boomers in the U.S. will not retire financially dependent on others. Conventional financial planning is not working.

Today we face complex issues when it comes to our money such as taxes, inflation, wealth transfers and much more.

Please take a few minutes to watch a short video and learn what it is that I do and how I can help you.

"If What You Thought To Be True About Money Turned Out Not To Be True, When Would You Want To Know?"