Richard Marsh, C.S.A
Allentown Pennsylvania Office

Ralph Grauso, C.S.A
Bartonsville Pennsylvania Office

Derek Sauerwine
Northern Virginia Office

Guy Gohn
Columbus Ohio Office

Historically, you may have purchased financial or insurance products and then found out how they affected your retirement planning later. Surveys of affluent Americans consistently tell us that their major frustration is their advisors should be more proactive about future issues that might affect their financial well being.

It’s what we don’t know or what questions we don’t ask or clarify that may be costing us severely.  By finding out how you arrive at financial decisions we can determine if that process is perhaps flawed.  If you find out that there are flaws or missing information in your decision making process, you will quickly realize where money is falling through the cracks or where the problems are in your current planning, thus helping you make more informed financial decisions closely matched to your true needs and desires. 

Many financial advisors focus only on helping you accumulate assets. Our job is to help you look forward and plan ahead to cut future tax bills, avoid unwanted risks, and help you avoid financial problems in your retirement years and your estate plan.

Our simple, no obligation, 3 Step Review is a great way of helping you get a handle on your true needs and desires and whether or not your current strategies match up with your plans for today and your future.

To learn more about our 3 Step Review now Contact Us today.

The wonderful benefit of our 3 Step Review is that it applies to any financial decision or concern you have, and it helps you stop your money from falling through the cracks, and it assures that any major financial decision is right for you. In other words, learn what questions to ask before making any financial decision and identify ways to assure your decisions are in your best interest.