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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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financial professionals
Shannon Vogt | Apr 24, 2023

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
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Man cleaning floor in restaurant
Shannon Vogt | Apr 24, 2023

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Shannon Vogt | Apr 24, 2023

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Office

1032 West 38th St.
Erie, PA 16508

 

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P | 814-240-6227
F | 814-240-6229

 

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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.

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