You have goals and objectives that take finances to achieve. Without a plan all of these will remain fantasies that may never be realized. Having a financial plan helps make these goals a reality.

WHAT DO YOU GAIN BY HAVING A FINANCIAL PLAN?

A peace of mind knowing that you're on track for the future and what you want for your family

You will have greater confidence of where you are going in life

It will reduce your stress levels so that you can enjoy the little moments more

HOW DOES IT WORK?

After a one-on-one with George and taking a complete "inventory" of your current financial picture, we will deliver a detailed financial plan that will include:

Savings • Debt • Budgeting • Investment Recommendations • Education Planning

Insurance • Taxes • Retirement Planning • Estate Planning

HOW MUCH DOES IT COST?

We will create a custom financial plan for a one-time cost of only $1,900*

*We offer a 50% discount to PA 1st Responders and Merck Company Employees and Retirees

I'M READY TO TURN MY GOALS INTO REALITY!