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Yardley Office

1790 Yardley-Langhorne Road

Heston Hall Carriage House 202
Yardley, PA 19067


As you prepare for our initial meeting, consider the topics
discussed in these brief summaries and how they relate to your
long- and short-term financial goals.

Making Your Retirement Everything You Dreamed It Would Be

During retirement, you'll want to eat in the same places, go to the same locales, and take part in the same activities as you did while you were working. You'll need a plan to turn your dreams into reality and we can help you make certain that on that "first morning of the rest of your life," you'll awaken to a retirement lifestyle that is as comfortable, or more, as when you were at the peak of your career.

Planning a Legacy for Loved Ones

After decades of working hard, saving, and investing, it's
common to want to share what you've accumulated with those around
you. If you are one of millions of Americans who are concerned
about leaving something to family members or a favorite charity,
now is the time to begin planning your legacy. Employing the
appropriate giving strategies now may help increase the value
of your gifts both to yourself and your intended heirs.

Educating Your Children

If you have children and you want them to attend college, the
first day of classes will be here sooner than you expected.
When that day comes, you'll likely face one of two scenarios.
It could be that you'll wave good-bye as your child's car pulls
out of the driveway packed with school supplies and dorm furniture,
knowing that you've planned well for the expenses — expected
or otherwise — that the next four years are certain to bring.

Or you could wave good-bye with a lump in your throat, wondering
if the next four years will be filled with loan applications,
financial aid requests, and the specter of having to scrimp
and save to make each tuition payment.

Fortunately, we can help provide you with the products to help you avoid the second scenario. We understand how important it is to you to educate your children and we
are committed to helping you meet that goal.

Protecting Your Home and Income

Part of the American Dream is to own a house. But having a
home that you work to make a special place, where you raise
a family and spend your happiest moments, is much more than
just having a roof over your head. It's a major financial commitment
to own and maintain a home, so it's important to think of it
as one of your most important investments — one that needs to
be protected. Planning to safeguard your investment in your
home is critical to help ensure it will be there to protect
your family for years to come.

One way to help ensure your family can pay off the mortgage
if something should ever happen to you is to consider insurance
products for mortgage protection. The death benefit from the
appropriate Permanent Life or Term Life insurance policy can
help your family retire the mortgage and help preserve their
current lifestyle and their dreams for the future. Protecting
your family's future today will help you put your fears to rest,
so you can focus on living like you want to.