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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

PROTECTION

Life Insurance

Long-Term Care

Disability

Estate Planning

Business Owner Planning

Trusts

Special Needs Planning

SAVINGS

SAVINGS

Fixed Annuities

Variable Annuities*

Immediate Annuities

Retirement Planning

College Savings

GROWTH

GROWTH

Stocks*

Bonds*

Mutual Funds*

Financial Planning *

*Services offered through our broker dealer Horner, Townsend, and Kent, LLC.

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