Non Traditional Financial Planning

Women Focus in Financial & Retirement 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

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

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

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.