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Cheerful Seniors
Protect and Grow your retirement savings, plus enjoy Guaranteed Lifetime Income

Request a complimentary Personal Retirement Planning Consultation 


Take control of your financial future
  • We offer a variety of investment options, whether your goal is retirement, buying a new home, or saving for your grandchild’s education

  • Receive personal support

  • Get a complimentary portfolio review

  • We will assess whether you’re on track to reach your goals

  • Help you build a customized strategy to improve upon your financial security


Helping you navigate the challenges of investing is what we do.

Selecting and analyzing investment options on your own can feel overwhelming. There are many different roads you can take to reach your destination. 

Office Locations:
King of Prussia, PA
Huntingdon Valley, PA
Hours by Appointment

What is an annuity?

An annuity is a financial vehicle designed to help you accumulate money for retirement, protect what you’ve saved, or turn your retirement savings into an income stream. You agree to fund the annuity, either with a lump sum of money or through regular payments. These contributions generally earn a tax-deferred rate of return as they accumulate.

Grow your retirement savings with Annuities
Office Meeting
Build an investment strategy that adds up
Meeting with Clients

Many people worry if their savings will last the life of their retirement. An annuity offers you a way to protect your retirement savings while providing an additional source of retirement income.

  • Financial security—your principal is always safe from market loss

    Receive personal support

  • Growth potential—accumulate interest with traditional fixed and fixed indexed options

  • Tax-deferred interest accumulation

  • A variety of income options, including guaranteed lifetime income

  • Death benefit paid to beneficiaries


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