Our Affiliations and Professional Relationships

OUR PROFESSIONAL RELATIONSHIPS include strategic partners:

1.      PFG Financial Advisors, Inc.--a Registered Investment Advisor.

2.      Pennsylvania Financial Group, Inc—a financial services firm that supports a nationwide network of independent financial advisors who specialize in financial strategies, investment services, and risk management.

3.      Walnut Street Securities—the broker dealer through which brokerage accounts, mutual funds, variable annuities (32 carriers), variable life insurance (20 carriers) and investment research is provided.

4.      Aris Corporation—entity through which pension consulting, administration and reporting and asset management services are provided.

5.      Enterprise GA - firm through which traditional life insurance brokerage, fixed annuities and long term care brokerage are provided.

6.      GenAmerica Business Advisors—relationship through which business and tax planning, advanced corporate insurance and estate needs analysis and solutions are provided.

7.      The MetLife Enterprise—custom life insurance, annuities, disability products and long-term care are provided through this entity.

8.      Professional Advisor relationships with CPA’s, attorneys, legal and tax advisors, business valuation experts, enrolled actuaries, charitable trust administration services and consultants in capital formation.