Assisting individuals and businesses with Comprehensive Retirement Planning, Wealth Management, Coordinating Estate Planning, Tax Efficient Investing, and Managing Financial Risk in Seven Fields, PA.

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While the financial media often provide helpful information, they cannot take the place of an experienced financial advisor who is familiar with your particular situation and can offer personalized advice.
If you’re concerned about:
Comprehensive Retirement Planning
Managing Financial Risk
Tax Efficient Investing
As a Financial Advisor I can provide you with a plan to help you work towards your financial goals.
Please use my web site as a resource. For additional information or to schedule a meeting, do not hesitate to contact me by email link or by completing the Contact Form found under the Our Location Tab above. Thank you for your interest.
Good Life Customer Relationship Summary
Newsletters
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Asset Protection: Make Sure Your Umbrella Is Big Enough
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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Home Sweet Home Equity
Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Credit Card Debt
How Long Will It Take to Pay my Balance?