Broker Check

WE ARE VESTED IN YOUR BEST INTERESTS THROUGH OUR COMPREHENSIVE, HOLISTIC APPROACH TO YOUR FINANCIAL PLANNING NEEDS. 

OUR GAIM PROCESS

Gather


We gather information about our clients in order to identify their goals and help you reach them.

Analyze


We analyze the information to put together a comprehensive financial plan for your goals.

Implement


We implement the plan and begin the journey to help you achieve your goals.

Monitor


We constantly monitor the plan to make sure you are on track to help you reach your goals.

Financial Services

Financial Planning

Our GAIM process allows  us to build a comprehensive financial plan unique to your goals.  We provide a detailed roadmap to help reach your goals.

more about our process

Workplace Benefits

We act as fiduciary advisors and consultants on group 401(k), 457(b) and 403(b) retirement plans. 

More about benefits

Investments

We use a blend of low cost index funds, ETF's and mutual funds to build a diversified portfolio for your goals. We use a transparent, fee-only structure.

more about investments

Insurance

Insurance is the foundation of a solid financial plan.  We protect your financial house using various insurance strategies to meet your unique needs.

more about insurance

RESOURCES

My goal is your success. here’s some helpful resources to help you have a successful future.

ARTICLES

A collection of hand picked articles.

CALCULATORS

Calculate elaborate financial decisions with total calculation.

VIDEOS

Even more videos to enjoy.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

"Financial freedom is available to those who learn about it and work for it.

Robert Kiyosaki

Your Team

Cathy Town

Cathy Town

Executive Assistant/Client Relationship Specialist

(610) 688-4447

Debbie Kenney

Debbie Kenney

Executive Assistant / Insurance Specialist

(610) 225-1011

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