We are very happy to be associated with the Dementia Society of America. 

This is giving us the opportunity to help you, our clients, as well as many others – to prepare for the reality of a nursing home stay. 

Every 63 seconds someone is diagnosed with Dementia.  We have witnessed this with clients, as well as family and friends.  Therefore, when we were approached with the idea of holding workshops though out Pennsylvania, to educate people on how to protect assets as well as pay for the costs of nursing home stays – We accepted the opportunity. 

Cliff and John attended a 3-day training session in St. Louis, in November to learn about the ideas and products to help people prepare and understand that there are ways to protect assets from nursing home stays. 

We would love for you to attend.   Please feel free to pass along our info to family and friends you may know who are facing these challenges.   It just may be the most important 60 minutes you spend. To reserve your spot, call 800-704-0812.

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What is Riskalyze??? 


Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.

It only takes 3 simple steps:

1.  Capture Your Risk Number

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.

Then we will review your current investments.

It turns out 4 out of 5 people have more risk in their portfolios than they previously realized. Riskalyze technology empowers us to make sure the Risk Number of your portfolio matches your personal Risk Number.

2.  Align Your Portfolio

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

3.  Meet Your Retirement Goals

We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll fully understand what we can do to increase the probability of success.




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