Solutions For What Keeps You Up At Night

You’ve worked a lifetime to accumulate your assets or build your business and are faced with many important decisions regarding your finances, your loved ones, and your future. Our mission is to bring you clarity and creative solutions to your unique situation, giving you a sense of security and confidence knowing that you and your family will be okay now and for generations to come. We are happy when you are happy.

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We Understand

Client Centered

Like you, there are certain qualities we look for in our most trusted relationships: integrity, critical thinking, optimism, proactive, and collaboration. As your Fiduciary, your best interests are always our priority; these are the values that we live by. We bring to you a dynamic process and relationship that gives you peace of mind that you are in good hands and helps us to help you live your best life.


*To the extent that we are providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LFA investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, we are acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.

 

What We Bring To The Table

Client Centered

Help in organizing all aspects of your financial life.

Creative design ideas to help grow, protect, and transfer your wealth—coordination and collaboration with your existing advisors.

Most importantly, we are your catalyst to help implement, monitor, and enhance your plan.

For Business Owners

Client Centered

Creative design ideas in all aspects of business ownership and succession planning; all stress-tested in the safety of the planning process. We work with you to determine your emotional and financial readiness relative to your business. Then coordinate your business planning with your personal family goals, preparing you for success even after you eventually sell or transfer your business. We’re here to simplify the planning process allowing you to focus on what you do best.

The Distinctive Process

Data Collection and Development of Objectives:

Data Collection and Development of Objectives:

  • Holistic Audit
  • Family Goal Setting

01

Financial Plan Presentation: Analysis and Alternatives

Financial Plan Presentation: Analysis and Alternatives

  • Analysis and Design
  • Findings and Recommendations

02

Implementation<br/>

Implementation

  • Estate Plan
  • Investment Plan
  • Retirement Plan
  • Business Owner Plan

03

Annual Review

Annual Review

  • Ongoing Analysis
  • Findings and Recommendations

04

Certifications

These are so much more than certifications; these designations assure that we go above and beyond just passing a few tests to be a financial advisor. We hone our craft pour our time and money into it—the difference between having work done and having it done as well as possible.

Regina Beatty, CFP®, CBEC®, CRPC®, BII. Julian Grubbs, crpc®

FAQs<br/>

FAQs

Quick access to the most common questions we are asked.

Locations We Serve

Locations We Serve

While our focus is in PA & FL, we are fully licensed in many states; find out if we currently serve your area here.

We’d love to hear from you, choose your next step;

We’re here to help; send us an email or fill out this form with any questions or to schedule a call. We will get in touch within one business day.

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