Proudly serving NEPA over 13 years!

CONSERVATIVE RETIREMENT STRATEGIES

SOCIAL SECURITY PLANNING STRATEGIES

CONSERVATIVE RETIREMENT STRATEGIES

CONSERVATIVE RETIREMENT STRATEGIES

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SOCIAL SECURITY PLANNING STRATEGIES

SOCIAL SECURITY PLANNING STRATEGIES

Learn more
OUR TEAM HAS OVER 50 YEARS OF COMBINED EXPERIENCE IN RETIREMENT PLANNING...

OUR TEAM HAS OVER 50 YEARS OF COMBINED EXPERIENCE IN RETIREMENT PLANNING...

We take an educational approach to help you understand insurance and financial planning, and believe that professional analysis of your personal goals is important in developing a plan.

We also believe that the use of other specialized professionals such as certified public accountants (CPA) and Estate Planning Attorneys is important in developing a plan. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

 

Robert Fogel

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Insurance & Retirement

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Investment & Portfolio Management

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We also spend some of our time as community educators with the Society for Financial Awareness (SOFA). Through education our goal is to share practical solutions with you on how you may be able to improve your financial future. 

"For over 14 years, we have been proudly serving our neighbors from our Clarks Summit office."