A Local Solution To Your Financial Needs

Plan your future for financial success.

Retirement Planning Solutions for Western Pennsylvania

It's your story.
Make it the best.

Empower Yourself

Confidently navigate Medicare

2021 Medicare Seminar:

October 6 or 7

Navigating Medicare and 2021 Annual Enrollment

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.

Register Today!

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To RSVP by phone call 8007698757

Offering nothing but the best products from industry leaders from more than 200 insurance companies, including:

Highmark Health
United Healthcare
Royal Neighbors of America

Color of Money

Risk Analysis

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.

Our Areas of Expertise

Medical professional discussing Medicare options with senior patient

Medicare Planning

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.

  • Medicare Supplement
  • Medicare Advantage
  • Hospital Indemnity
  • Part D Prescription Drug
  • Cancer Protection
  • Dental/Vision/Hearing
Learn More About Medicare Planning
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Life Insurance

Providing protection for loved ones for life events and/or catastrophes by transferring the risks. Ensuring lifestyle and asset protection.

  • Life Insurance
  • Individual Health Insurance
  • Wealth Transfer
  • Mortgage & Income Protection
  • Retirement Supplements
  • Non-Qualified Deferred Compensation
  • Final Expense
Learn More About Life Insurance
Health aide sitting with elderly woman in a wheelchair

Long Term Care

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.

  • Long Term Care Insurance
  • Recovery Care / Post Hospital
Contact us to learn more!
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Retirement Income

Helping individuals prepare for retirement’s transition from asset accumulation to income generation and asset distribution.

  • Rollover IRA
  • Traditional IRA
  • SEP
  • CD Alternatives
  • Guaranteed Lifetime Income
  • Survivor replacement income
  • Pension Maximization
  • Disability Insurance
Learn More About Retirement Income Planning
American Senior Benefits

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

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

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.  

Gold Standard Financial Group logo

Individual Retirement Planning Solutions

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.

Contact Us TodaySign up for a FREE one-on-one medicare consultation with a licensed medicare professional

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