Frequently Asked Questions
Are you a fiduciary? Yes! We owe our clients a fiduciary duty to give you prudent advice that puts your interests ahead of our own.
How do you work with clients? There are three ways you can engage with us. You can work with us in just one of these areas or multiple:
- Dedicated Planning Services: for people looking for a comprehensive plan and actionable advice to meet their goals. In this type of relationship we are partners on your journey. This is a fee-based option.
- Wealth Management: for people looking for an Investment Advisor to oversee the management of their assets.
- Product-based Solutions: for people who have specific products needs such as various types of insurance, retirement accounts, annuities to create income in retirement, etc.
Do I need to have a certain amount of money to work with you? Nope! Our Dedicated Planning Services are on a flat-fee basis with payment plans available, but there is no minimum level of assets required. We believe that everyone can benefit from financial planning. Our managed account options do have some minimums, but we have other options available to serve those who are just starting out.
Can I work with you if I'm not in PA? Most likely, as long as you live in the US! We do need to be licensed in the state you live in, so be sure to let us know where you live when you reach out. Virtual options have opened up many doors for us to work with new clients all over the country.
How do I get started? Fill out the contact form here on our website and we will reach out to schedule an introductory meeting so we can understand more about your goals and your financial picture. Then we can figure out if we're a good fit and the best way for us to move forward.
Products and services. Aligned with your values and priorities.
We are focused on you and your financial well-being. The process starts with where you are right now. We take a look at your current financial situation and create a plan on how to help you now and set incremental, achievable goals to put you on the path to where you want to be.
It is our belief that it's what you do with your money that's important; it's not the size of the pot. Money is a tool, not the goal. What do you want to do with yours? Let us help you figure that out and live the life you want!
What We Offer
Retirement Savings Accounts
We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).
We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.
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.
Our options help you balance performance and purpose.
We can help you assess your options, including those available through your employer and government programs.