Serving NEPA over 13 years

CONNECT

Address:

116 North State Street
Clarks Summit, PA 18411

Phone:

(570) 585-6100

Products & Services

 

While developing your customized plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. 

We can help you create your plan with the following products & services:

Comprehensive Retirement Planning:

  • SAFE MONEY STRATEGIES
  • GUARANTEED INCOME RETIREMENT PROGRAMS
  • SOCIAL SECURITY MAXIMIZATION
  • Retirement Income-Goal Analysis

College Planning:

Long Term Care:

Legacy & Estate Planning:

  • Top-Rated Life Insurance Companies
  • Business Valuation & Succession Planning

Principal Guarantees and Income Certainty Guarantees are backed by the Financial Strength and claims paying ability of the issuing insurance company. Returns may vary. References made are to fixed-insurance products, and are not related to any SEC registered investment.

College Planning Services is a registered outside business entity of 1st Financial Investments, Inc. and does not offer Legal or Tax Advice- you should consult with an attorney or tax professional for legal and tax advisory services. 

Social Security Consulting is a registered outside business entity of 1st Financial Investments, Inc. and is not endorsed by or affiliated with the Social Security Administration or any Governmental Agency and does not offer Legal or Tax advice- you should consult with an attorney or tax professional for legal and tax advisory services.