All initial meetings are complimentary and can be done in person, over the phone, or online. No recommendations are provided in this meeting. The initial meeting is primarily a get to know each other meeting to determine if the client and financial planner are a right fit to work together. The initial meeting typically lasts between 60-90 minutes. Please contact me to schedule your first meeting.

Phoenixville Location

400 Franklin Avenue, Suite 203

Phoenixville, PA 19460

Reading Location

2395 Lancaster Pike

Reading, PA 19607

T: 610-628-2077

F: 610-628-2077

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Financial Advisors and Good Life Advisors, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CT, FL, GA, MD, NJ, and PA.