We are committed to helping successful individuals, retirees, and business owners identify and achieve their financial and lifestyle goals.  To asist our clients, we offer a diverse array of financial professionals to create customized financial strategies.  We provide our clients with the assistance needed to address both simple and complex financial solutions with knowledge and confidence.  In addition, we keep our clients at the forefront of the changes in tax laws and financial products.  Our clients enjoy a trusting and comfortable atmosphere where they can be a part of planning their future. 
 

Our Advantages
 

  • Client Focused
  • Relationship Based
  • Comprehensive, Integrated Planning
  • Independent
  • Professional
  • Confidential

Our Team Members are ready to help you meet your financial goals.

Valley Forge, PA Office

Sitting: David Fazzini, Frank Hennessey, Michael Polin,
Standing: Joseph Bell, Lisa Brand, James Hower (Glen Mills,PA), Lynna Grandas, Helen Ann Auriello

    

Cincinnati, OH Office

Left to Right: Frank Heitker, W. Benjamin Hardigg, Kimberly Dunne, Thomas Heitker, Anthony Butz
Newsletters

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

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