Non Traditional Financial Planning

Women Focus in Financial & Retirement Planning
Our office will help setting up a financial plan that integrates what women want to see in their goals and outcomes to benefit their household appropriately.
Call 814.520.5511 to find out more about this topic.

LGBTQ Financial Planning
Our office will help setting up a financial plan that integrates what non traditional couples, single clients or families want to see in their goals and outcomes to benefit their household appropriately.
Call 814.520.5511 to find out more about this topic.

Special Needs Financial Advice
Our office will coordinate investments and planning to care with a child or relative with disabilities or limits on their financial authority.

Multi Cultural Financial Advice
Our office will help setting up a financial plan that integrates what foreign born couples, single clients or families want to see in their goals and outcomes to benefit their household appropriately.