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Stacy's News: Fantasy Football is Here!

August 10, 2021

With preseason football underway, now is is the time to start preparing for your Fantasy Football draft.

The beginning of football season also coincides with the start of the school year.

While you're working on your draft picks, give us a call to start your child's college 529 plan.  For those who have already started saving for college, consider increasing your monthly contribution.  It's never too early to start saving for your child's or grandchild's education.

Reach out to us at 215-579-5601 or email us at

As always, if you have any life changes or updates that you need us to attend to (i.e., new job, promotion, marriage, new baby or grandchild, etc.), 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.