As an independent financial planner, I can offer a wide range of services and strategies to suit your needs. Below is list that highlights the primary services and strategies.

Financial Planning

Investment Advisory Services

College Planning

Estate Planning

Medicaid Planning

Medicare Enrollment 

Cash Flow and Budgeting

Retirement Planning

Business Retirement Planning

Long Term Care Planning

Investment Risk Analysis

Mutual Funds

Individual Stocks and Bonds

401(k), 403(b), and Qualified Plan Services

Exchange Traded Funds (ETFs)

Fixed and Variable Annuities

Term and Variable Life Insurance

Disability and Business Overhead Insurance

Long Term Care Insurance

Hybrid Life and Long Term Care Insurance

Medicare Supplement Policies

Traditional and Roth IRAs

Phoenixville Location

400 Franklin Avenue, Suite 203

Phoenixville, PA 19460

Reading Location

2395 Lancaster Pike

Reading, PA 19607

Call

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: FL, GA, NJ, and PA.