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.

Newsletters

Insurance Strategies: Giving Old Life Insurance a New Purpose

A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.

Risk Tolerance Is About You, Not the Market

An investor’s personal situation should be considered when assessing his or her risk tolerance.

Social Security 101

An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

Health Savings Account: Funding an HSA Could Help You Prepare for Retirement

In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.

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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