Focused on clients, not products! We are an independent financial services firm that offers investments, life insurance and planning. We also have experience with company benefits such as 401K's, voluntary benefits and deferred compensation plans. We have over 50 years of combined experience. Our small firm with small overhead allows us to be nimble and offer very competitive fees. We've partnered with Almanack Investment Partners in Wayne, PA for our RIA support, and Charles Schwab as our custodian for client assets.