1790 Yardley-Langhorne Road, Suite 202
You Don’t Need Life Insurance. They Do.
Life insurance is all about your loved ones. And it can cost less than you think. Let us help you secure their future.
Your Goals | Our Guidance
Reach your destination with us.
Uncomplicated Advice, Unparalleled Service.
It May Be Time for a Financial Checkup
Safeguard Your Investments With Guaranteed Income.
Help preserve your assets with a guaranteed-income annuity.*
Where do you want to be next year? How about in 5 years, or 10, or 20? We can help you identify your goals and create a holistic risk and asset management plan to guide you to those short and long-term goals.
Let us help you reach your destination!
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
Our philosophy has always been to get to know you an individual first, then assess your needs and goals to see how we can help.
Edelman Connect™ allows you to schedule a 15 minute chat with no cost or obligation where we can discuss various topics such as: retirement plans, investment management, life insurance, and health insurance.
Years of experience have prepared us to guide you through life’s transitions.
Our professionals are ready to evaluate and support all your potential investments.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.