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.

HOT TOPIC — Tax Reform: How Will You Be Affected?

In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual and business tax landscape.

Family Limited Partnerships for Estate Planning Purposes

A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.

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.

How Long Should You Keep Financial Records?

The beginning of the year is a great time to organize records and discard old documents to make room for new ones.

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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