Products and services. Aligned with your priorities.
Our first meeting is about getting to know you, and what’s important to you. I want to learn about your individual situation, your goals, and your concerns. It’s also about you getting to know me, and asking me any questions that are on your mind. The next step is to gather necessary background information – that might entail copies of financial statements, work benefits, tax returns, etc. Then it’s time for me to draft a strategy that meets your goals and objectives. At the end of the day, it’s your money. My goal is to develop ideas for how you can best use it. I encourage regular review meetings – at least annually – to revisit goals, and to determine if any changes in your life require adjustments to your strategy. Throughout the process, you can be assured you will have personal contact from me, your Kutztown area financial professional. And when you call the office with a question, you can expect to get an answer from me – not someone staffing a call center miles away. I value client relationships, and I look forward to helping you be wise with money and creating a financial strategy for your life.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
