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Helping Clients Realize
Their Financial Dreams

A comprehensive financial services firm with offices in Hagerstown & Frederick, MD, committed to helping you find your financial independence.

Wondering if you qualify for the
New Student Loan
Forgiveness Program?
Check out this video from Dave Neterer to see who it affects
and how it works! Read this article for

Did you Miss our Recent
College Planning Webinar: College Bound? Check out the replay here. Looking for more ways to pay for college? Read "The Savvy Parent's Guide to Cutting College Costs." 

Help us Help Hospice by Donating in the Celebrity Waiter Challenge!

Are you ready for some football?! Check out our
theme and video here. 

Request an Appointment to help you on your way to
Financial Independence!


Thanks for


We customize strategies that help you transform your prosperity into a lifestyle for today and a legacy for your future... order to help you fulfill your dreams and pursue financial goals that provide results and financial independence.

Wondering if you Need
Life Insurance or not?
Read our latest blog to find out!