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Know What to Expect

When You Work With Us


Tailored Services to Fit Your NeedsTailored Services to Fit Your Needs State College, PA LFM Wealth Management

Just like our clients, the personal financial planning services we offer range and depend on individual characteristics. You will find that no two conversations of ours are alike because we work to customize your financial plan to fit your unique and one of a kind way of life.


We offer comprehensive services including:


Cash Flow State College, PA LFM Wealth Management

Cash Flow

Personal Insurance Review State College, PA LFM Wealth Management

Personal Insurance Review


Retirement Income Planning State College, PA LFM Wealth Management

Retirement Income Planning

Employee Benefits State College, PA LFM Wealth Management

Employee Benefits


Education Planning State College, PA LFM Wealth Management

Education Planning

Investment Management State College, PA LFM Wealth Management

Investment Management

Estate Planning State College, PA LFM Wealth Management

Estate Planning

Portfolio Management State College, PA LFM Wealth Management

Portfolio Management

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