What to expect

The Get Acquainted meeting is just that; a complimentary initial half-hour consultation that gives us the opportunity to see if we will work well together. During this initial consultation, you can decide on the services required and receive an estimate of fees for the chosen services. There is no obligation.

We can provide broad based plans. Or, we can provide a more narrowly focused plan on one or more of the following topics:
 

• Retirement planning
  
• College funding
  
• Insurance needs analysis
  
• Investment education and selection
  
• Financial check-ups
  
• Cash management or debt reduction strategies
  
• Life status changes (marriage, divorce, children, etc.)
  
• Portfolio analysis and review (including 401k plans)
  
• Tax-reduction strategies and tax planning
  
• Income tax preparation
  
• Estate planning

No commissions

No sales pressure

No third-party sales incentives

No net worth or account minimums required

No long-term contracts or asset management required

Fees

Income Tax Preparation -  $110

    Federal - State - Local and Pennsylvania Rent and Property Tax Rebate forms

    E-filing

    Direct Deposit

    Education about your particular tax situation

Financial Planning

   Based on the complexity of your particular situation you will be provided with a fee estimate based on the 
   amount of time estimated to complete your project at $150/hour. 

   Real Time Financial Planning - hour-long, single issue project $150

   Hourly fee-only planning - $150/hour 

For more information about our fees, please review the ADV Part 2 Brochure.

While we  do recommend periodic financial check-ups, they are not required.

Call us today at 814-486-2356 and let’s get acquainted! We look forward to hearing from you.