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Our unique firm pairs tax planning and preparation with financial advising to provide comprehensive financial services at any stage in life.

Our unique firm pairs tax planning and preparation with financial advising to provide comprehensive financial services at any stage in life.

Wherever you want to go, we're ready to help at every step of the journey.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

Who We Are

We work with you one-on-one to provide the services you need. Whether you need tax prep services, wealth management, or a comprehensive tax and financial plan, we can help! 

Meet Our Team

How We Help

In addition to working together toward real, year-after-year growth, we'll help you find the freedom to achieve your dreams.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.

Lifestyle

Dream big, have fun, and watch your finances grow.

Investment

With decades of experience, our investment gurus are always ready to support you in every way.

Tax

If you’re looking for tax knowledge that rivals the IRS, from the everyday tax issues to the obscure, we have you covered.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate plan perfect for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let us help you generate wealth now, while we build the perfect tomorrow.

What Sets Us  Apart

With tax and financial planning experts under one roof, we are uniquely positioned to create a tailored plan to maximize your financial growth and minimize your tax liability. 

See What Our Clients Have to Say

Call Us

570-898-5239


Address

218 N Market Street

Selinsgrove PA 17870