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July Check-In

July 22, 2019


Millions of children across America graduated this spring - from preschool to high school.

Before the next school year begins, now is a great time to learn about the advantages of creating a 529 education savings plan for your children or grandchildren. 

Please contact our office at 215-579-5601.

As always, we also wanted to check in with you to see if you had any life changes or updates that you need us to attend to (i.e., new job, promotion, marriage, new baby or grandchild, etc.).  If we can be of service in any way, please do not hesitate to contact us.

Stacy Brilliant, Chief Operating Officer


All month long we've been asking our clients to tell us their life goals. Send us your goals and we'll send you our personal advice for how to help achieve them.