We’re not planning for a season of life we’ve only studied — we’re living it alongside the people we serve. Over 80 years of combined experience, focused on one thing: turning what you’ve saved into income that lasts.
Founder & President
For more than 40 years, Bruce has guided retirees and pre-retirees through the annuity decision and the question behind it: will the money last? A familiar voice on television, radio, and podcasts, he’s known for plain-spoken, client-first advice.
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Retirement & Annuity Advisor
With 20-plus years designing annuity and retirement-income programs, Bruce IV builds the income strategies at the core of every plan.
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Retirement & Annuity Advisor
A CERTIFIED FINANCIAL PLANNER™ professional with 20-plus years of experience, Chris brings comprehensive planning rigor to income, tax, and legacy decisions.
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“As a fiduciary, we are legally and ethically bound to put your interests first — in writing, every time. Our only job is to help you make the most of everything you’ve built.”
Legally bound to put your interests first — in writing, every time.
Not a sideline. We focus on the unique challenges of the 55+ years.
Investments, taxes, income, and estate strategy working together.
One dedicated team, real availability, plain-English advice.
Offices in Harrisburg & State College, Pennsylvania, and Florida — serving clients across the country.
Twenty minutes, no obligation.