top of page

Available Online


5 Steps, Your Guide to Financial Health

  • 1 hour
  • North Beisels Road

Service Description

​ STEP 1:  To Save or To Invest?  (You will learn the difference)  ​ STEP 2:  Consider an Annuity (The truth brokers won't tell you) ​ STEP 3:  Income Planning (What to spend first to save taxes)  ​ STEP 4: The Action Plan (What some advisors charge thousands for) ​ STEP 5:  How to Find the Right Advisor (Why are there 3 types of advisors? Which do I have?) ​ BONUS: Two bonus chapters never revealed before. ​ Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Want to know What’s Really In Your Portfolio? Complete an investor questionnaire about your existing portfolio and submit it to us. We will review your information and reach out to set up a FREE initial consultation. There is no obligation. Our goal is to see if we can help you on your path to aligning your finances with your faith. One of our advisors will be happy to meet with you either face to face, via phone/web conference, or zoom, to gather more data and create your personalized financial plan. We take into consideration all of your desires and goals to generate a program with actionable steps that will allow you to reach your financial milestones.

Contact Details

  • 15 N Beisels Rd, Drums, PA 18222, USA


bottom of page