Proudly serving NEPA over 13 years!

CONSERVATIVE RETIREMENT STRATEGIES

SOCIAL SECURITY PLANNING STRATEGIES

Our Process

CONSERVATIVE RETIREMENT STRATEGIES

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Our History

SOCIAL SECURITY PLANNING STRATEGIES

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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 are 1st Financial Investments - one of Northeast PA's Premiere, Independent Financial Services Firms.

We take an educational approach to help you understand retirement 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