Most Valuable Asset

You Are Your Greatest Asset

Human Life Value is a term used to describe your maximum financial potential. You are your greatest asset. Our mission is to help our clients see and reach their highest potential.

There are four things that affect human life value. They are health problems, disability, long-term care, and death. In most cases, insurance is the most efficient way to protect and cover your human life value.

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Qualified Plans: Pay Me Now or Pay Me Later

Navigating the Complexities of Qualified Retirement Plans

  • What qualified retirement plans are

  • The possible benefits you could experience from these plans

  • Finding balance in financial planning strategies

Our Office

266 Pheasant Ridge Road

Lewisburg, PA 17837

Give us a Call

570 428 2161

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Registered representative offering securities through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Advisory Services and Financial Planning offered through Vicus Capital, Inc. a Federally Registered Investment Advisor.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. 

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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of service.

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