Designing Successful Retirements

Governor Wolf has ordered all non-life-sustaining businesses in Pennsylvania to close their physical locations.  We are complying with this order to help protect our clients, our team members and our community.

While our physical office is closed, all services to our clients will continue.  We are doing our best to conduct business as usual.  All of our dedicated professionals are working remotely to meet client needs.

Please contact us at 570-322-8407 or 800-326-9796 or feel free to email any of our team members, should you require anything at all.  We look forward to continuing to serve you and hope that you and your family remain well and healthy.  Pray for our country.

Jim Arnold 570-419-4675, John Keene 570-419-0128, Joe Faux 570-441-0716, Rich Tira Jr 570-916-8666, Darla Wise 570-263-7057, Delaney Carey 570-772-9063, Bryan Foust 570-259-3109, Tiya Lisembee 713-203-6409, Ashley Twigg 570-560-3612

 

Welcome to our site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.


Our mission is to:

"GUIDE our clients in making wise decisions based on BIBLICAL PRINCIPLES for wealth management. To SIMPLIFY our clients financial affairs while giving them the FREEDOM to focus on those areas that give their lives meaning and purpose."

 

OUR VALUES:

GUIDE: We want to help you to not fall into some of the traps that can exist with retirement. We do this by using....

BIBLICAL PRINCIPLES: The bible has a lot to say about finance and we use those principles to...

SIMPLIFY: In taking all of those papers and information that you receive, we want to help you simplify this process...

FREEDOM: We hope to assist you with information that will help you enjoy your retirement. We know that there can be a lot of uncertainty around the markets and it is our job to pay attention to that uncertainty so that you can enjoy your retirement.