Products & Services
Our goal has always been to help our clients plan a successful retirement. Given the difficult environment currently facing future American retirees, this has become even more important to us.
According to a study analyzing the likelihood that middle-income Americans would outlive their financial assets in retirement, Pennsylvanian Baby Boomers near retirement (without a pension plan) have a 74% probability of outliving their income.
The study found that almost three out of five middle-class new retirees can expect to outlive their financial assets if they attempt to maintain their current pre-retirement standard of living. To avoid outliving their financial assets, middle-class retirees will have to reduce their standard of living, on average, by 24 percent.
But why are we telling you these disheartening statistics? we don't always tell our clients what they want to hear - we tell them what they need to hear.
We provide assistance in the following areas:
Financial Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Investments
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Our Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
Medicare
Fixed Index Annuities
Fixed Annuities