Relax and learn in an environment where valuable information is shared.
There is nothing better than learning from a professional while you are under no obligation and surrounded by your peers.
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.
The process of educating you about your rights and options with the Medicare program and associated supplemental services reducing the financial risks associated with medical costs.
Providing protection for loved ones for life events and/or catastrophes by transferring the risks. Ensuring lifestyle and asset protection.
It is difficult to predict how much or what type of long-term care a person might need. What we do know is that it is the leading cause of poverty among the Senior Community. Put your plan in place now.
Helping individuals prepare for retirement’s transition from asset accumulation to income generation and asset distribution.
We value our partnership with American Senior Benefits (ASB) because when an ASB agent meets with you, he or she has access to the insurance products YOU need. Why? ASB partners with over 200 insurance companies. They give our agents access to some of the best insurance products this country has to offer. We are not limited to just a few companies, so the world is YOUR oyster.
Success Financial Solutions (SFS) is the local branch of American Senior Benefits. By partnering with SFS, we have a local presence in Western PA with offices in Greentree, PA, Meyersdale, PA and Punxsutawney, PA.
Success Wealth Management (SWM) handles the investment portion of your portfolio. We are happy to partner with SWM to have access to their Investment Advisor Representatives who can handle any investment situations that may arise.
We are an independently owned financial services organization that truly puts the client first. Driven to provide the best solutions for our clients, we offer nothing but the best products from industry leaders from more than 200 insurance companies.
We are passionate about changing people's lives and protecting them from financial catastrophe due to unforeseen illness and death. We have a responsibility to always educate, and to make recommendations based upon the needs of our clients.
With the year 2023 finally here, here's to hoping you've taken some time to set, and achieve, new goals for your life and health.
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Information about caregivers, Medicare prescription drug coverage, and more.
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