Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies *
- Estate conservation issues
- Risk management*
We also can answer your questions, including:
- Can I retire early?*
- Are my investments working hard enough?*
- What’s the best approach for college savings?*
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Judith Shonnard through her affiliation with Avantax.
Ms. Shonnard has over 31 years of professional experience in Tax Preparation and over a decade of Investment Planning experience. Her business has been located in Cochranton since 1989. As owner, Judy maintains a hands-on approach to...
Debbie is the newest member of our team, but brings years of office experience to our location. Ms Taylor gladly greets everyone as they enter our front office and professionally directs clients to the office team member best suited to...