Welcome to a little financial perspective.
Sometimes it feels like a Jungle of financial confusion out there. With all the demands of a busy life and all the media noise designed to confuse and conflict, how does anyone expect people to know how to manage their wealth? Most folks aren’t even sure of the questions to ask when it comes to financial and retirement planning, let alone know whether the answers they get are correct or even reasonable. That’s why I created this website as a compliment to my financial planning firm, Conestoga Wealth Management.
Don’t let the term ‘Wealth’ in the title mislead you; this site is for anyone who wants help in attaining their goals, from those just getting by to the super wealthy. Wealth means different things to different people, and this site is designed to help people with guidance for the journey ahead…
I hope you find this site useful and informative, but also, at times, lighthearted; after all, to most people financial planning is no day at the beach. I will use my training, education and experience to deliver easy to understand articles on all aspects of wealth management.
Whatever your goals, we can help you get there
- Comprehensive Financial Planning
- Asset Allocation and investment implementation
- Risk management including Life, Disability, Long Term Care and Medical Insurance & Medicare
- Workplace Retirement and Benefit Consulting
600 Eagleview Boulevard, suite 300 PMB 75 Exton PA 19341
Tel: (610) 241-8711 Fax: (267) 348-7251 Email: info@conestogaplanning.com