Services

Services

We help individuals, families, and businesses
manage their money wisely.

We began serving clients around our home base in the Greater Harrisburg and State College areas. Now, we help folks all throughout Pennsylvania and the United States move past financial trepidation and take control of their finances.

Whether you’re a recent college grad, head of the household, soon-to-be retiree, or aspiring entrepreneur, we offer the tools and tactics to pursue financial fearlessness.

Ready to get started?

Financial planning & wealth management services

Financial Planning & Investments

You know you should be investing, but you aren’t sure how to start. Or, you have started, but you don’t know if you’re on the right track. Wherever you are on the path to managing your money wisely, we provide guidance to help you make the most of your financial resources.

Life Insurance

Everyone should have the peace of mind that their loved ones are financially protected. We help you select a plan that is right for you and your family.

529s & College Planning

Higher education is expensive, but planning ahead makes the cost much more manageable. We help families ease the burden of college tuition with robust savings plans and strategies.

Long-term Care Planning

If you or your loved anticipates requiring long-term care for a medical condition or disability, we advise on insurance plans that will cover those costs.

Small Business Solutions

We help small business owners with benefits plan selection, transition planning, retirement benefits, and insurance.

Budget Coaching

Budgeting is an important part of a healthy financial life. If you feel like you’re starting from square one, not to worry: we can help you develop a plan that fits your life and helps you work towards your goals at a sustainable pace.

Annuities

We help you build a retirement income strategy that works for your lifestyle.

Disability Insurance

Short-term disabilities are more common than most people think, and are especially troubling for those who rely on a regular paycheck. We advise on plans for both individuals and businesses.

Investing involves risk, including loss of value. 

All insurance guarantees are based on the claims paying ability of the issuing company.

What are your fees?

How advisors get paid can be confusing — but it shouldn’t be.

When working with us, you will always know before you pay anything. There is never a charge for the initial consultation. It's important to us that you find the advisor who will best suit your needs before you start spending your hard-earned dollars.

There’s no charge for an initial consultation with us.

You are welcome to use Providers & Families for your managed money, life insurance, annuity, and other financial products that we offer, but you are not obligated. Financial advisors may incur additional commissions from managed money or insurance premiums as governed by the company issuing the policies or products.

We are equipped to work with you to create a comprehensive financial plan, detailing any and all recommendations that will help you achieve your individual or family goals. A flat financial planning fee may apply.

Our financial planning recommendations are independent; we would be happy to help you implement parts of your plan, but it will provide value in all aspects of your financial life. In short, it’s not about what we can sell you; it’s about what makes the most sense for your financial goals and personal goals.

For more information on costs and fees, please refer to the Form CRS or applicable Form ADV,
which is available from your financial advisor.

Let’s start your journey.

There’s no charge for an initial consultation with us.
This is about you finding an advisor to suit your needs.