Retirement Planning for Groups & Businesses

Our goal has always been to help our clients plan a successful retirement. Given the difficult environment currently facing future American retirees, this has become even more important to us.

According to a study analyzing the likelihood that middle-income Americans would outlive their financial assets in retirement, Pennsylvanian Baby Boomers near retirement (without a pension plan) have a 74% probability of outliving their income.

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Group Long-term Care Planning

One of the many financial pitfalls today comes in the form of a need to care for a family member either at home, in an assisted living facility, or at a nursing home.

According to the AARP, two of every ten people reaching the age of 60 will need some of the care in the following 10 to 15 years.

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Employer Estate Planning

Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. A major concern for drafters of estate plans is federal and state tax law.

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College Scholarships for Participating Employer Groups

Earn guaranteed scholarships – up to one full year’s tuition – at 225+ participating private colleges and universities through the SAGE Scholars Tuition Rewards Program.

By saving or investing with one or more of our financial partners, you will earn annual Tuition Rewards based on the value of your eligible investments. Each Tuition Reward point is equal to a $1.00 guaranteed minimum scholarship at any of our member schools.

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