Planning for a new beginning
Jim Moff can help you gain the insight to plan for a financially secure tomorrow.

Plan your future with your eyes wide open

As your working years come to an end, you will have to plan to preserve your quality of life and meet tomorrow's financial challenges. What are your options?

Jim Moff can open your eyes to the possibilities.

Since 1983, Jim has helped Williamsport-area pre-retirees and retirees gain the knowledge and confidence they need to plan for the independent retirement lifestyles they desire.

Learn more:
How retirement planning can be simple and easy
Jim's total access approach
About Jim Moff

Need more information? Call or e-mail Jim, he'll be happy to answer all your questions.

Estate Taxes: Should a Trust Own Your Life Insurance?

An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.

A Map to Guide Your Family

A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.

Rules of the Rollover

Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

Reward Workers and Fund Retirement with a Cash Balance Plan

Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck