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Start Crafting Your Perfect Paradise

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Jim's Total Access Approach

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Planning for a new beginning

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

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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.

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Your Road-Map To Endless Horizons

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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