Helping Individuals & Businesses Grow with Confidence 



The Hartshorne Mansion
535 North Church Street, Suite 306
West Chester, PA 19380

(by appointment only)


Phil: (610) 563.7349

Business Services

Help businesses navigate employee benefit selection, owner and key person income and succession protection, tax efficiency and wealth accumulation.  Develop strategies that help attract and retain employees.  Coordinate business with individual planning to find efficiencies such as reduced cost and improved benefit flexibility.