Our 3 "To" Strategy

Our 3 "To" Strategy is an investment into you. It is to understand, to guide, and to achieve your financial goals by helping you control what you can, and manage what you can't.


Our WINTER 2024 Newsletter is here!

Keep an eye out for our quarterly newsletter in your email - in case you miss it, you can always find it linked here! It will highlight our recent and upcoming events, team member and client spotlights as well as a team member's signature recipe to share with all of you & much more. Contact Kayla in the office for different ways to be featured in our next newsletter!


Check out our Generosity & Grandchildren workshops for February!

We have 4 opportunities for you to attend our new Generosity & Grandchildren workshop this month!!!

February 21 2024, 11:00 am & 3:00 pm | In-person

4660 E Trindle Rd. Suite 102

Camp Hill, PA 17011

February 22, 2024, 3:00 pm & 6:00 pm | Virtual

Via Zoom

You can register for the time that works best for you over on our Events page. We hope to see you there!!!


WATCH PARTY - Ed Slott: Rethinking Retirement Tax Planning

Come on in & bring a friend! We are hosting our first watch party in the new office and it's going to be a good one. We will be featuring the Ed Slott webinar that will be discussing tax planning for retirement! You won't want to miss this!

WEDNESDAY | MARCH 6, 2024 | 4 PM & 6:30 PM

Register for the time that works best for you on the Events page.

Don't forget to direct your Thrivent Choice Dollars!

The deadline to direct your Choice Dollars is March 31st. You can now call into the office with where you would like your Choice Dollars to be directed to and we are able to process that for you!

To learn more about the privacy of your information, visit our privacy policy.

Camp Hill Office



Monday: 8:30 a.m. - 5 p.m.

Tuesday: 8:30 a.m. - 5 p.m.

Wednesday: 8:30 a.m. - 5 p.m.

Thursday: 8:30 a.m. - 5 p.m.

Friday: 8:30 a.m. - 2 p.m.

Hershey Office


*By Appointment Only*

Carlisle Office


*By Appointment Only*