How We Serve
HOW WE SERVE
Our team of dedicated financial professionals will provide knowledgeable advice to clients with financial planning to help create wealth and secure a future based on comfort and legacy. With our line of products and services, we can design a program that will provide our clients with the appropriate plan to meet their goals and needs.
Through our partnership with Penn Mutual Life Insurance Company, broker-dealer Horner, Townsend, and Kent, LLC, and various other carriers and relationships, we offer a wide variety of products and services including:

PROTECTION
Life Insurance
Long-Term Care
Disability
Estate Planning
Business Owner Planning
Trusts
Special Needs Planning

SAVINGS
Fixed Annuities
Variable Annuities*
Immediate Annuities
Retirement Planning
College Savings

GROWTH
Stocks*
Bonds*
Mutual Funds*
Financial Planning *
*Services offered through our broker dealer Horner, Townsend, and Kent, LLC.