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Our solutions simplify your investing

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Life can be stressful.  Planning for the future doesn’t have to be.

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Let us help you protect what is important to you.

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Live life today while planning for tomorrow. We’ll help you do just that.

 We get it, life is busy and full of distractions. Before you know it, another goal comes and goes – unfulfilled.

Our team can help you tackle the needs of today, while keeping an eye on tomorrow.

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Your Goals

Your Goals

We Prepare

We Prepare

We Accomplish Together

We Accomplish Together

Live with Confidence

Live with Confidence

  • Concerned about retirement?

  • Confused about medical coverage?

  • Unsure about insurance?

Plan with Us

Plan with Us

  • We listen to understand your goals.

  • We plan a course for you to pursue your goals.

  • We implement the process to get you on your course.

  • We join you to keep you on course.


Live Life Today While Planning for Tomorrow

Know where you want to go, and how to get there

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Our Services

Retirement Planning

Investment Management

Life Insuance

Medicare

Health Insurance

Home & Auto Insurance

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Manage Unknowns of Life with Confidence

Manage Unknowns of Life with Confidence

  • Be ready for obstacles you’ll face
  • Have confidence your family is preparing for the future

Our Team

Dale Danner

Dale Danner

President / Wealth Advisor - Securities & Life

717-798-8655

Daniel J. Fuller

Daniel J. Fuller

Agent - Health, Medicare, & Life

717-798-8619

Jeff Powell

Jeff Powell

Agent - Home, Auto, Medicare

717-798-8611

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