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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Building Blocks for Financing College with Less Debt
Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.
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Credit Scores Reach Record High
This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
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Why Small Businesses Should Pay Attention to Accessibility
Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
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A More Affordable Life Insurance Solution
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
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?