What's Important to you about money?
Knowing you have enough
Knowing your money will last
Having clarity about your investments
Knowing your investments reflect youir values
Don't let money be complicated when you can have clarity instead.
No matter who you are, what you do, or where you are going, those who know what they have fare better than those who don't.
If you want to know, we can show you how.
Have questions? Give us a call (717) 774-7200
Transform Your Planning
Refocus Your Investments
- Position for growth or income
- Maintain downside risk controls
- Reflect faith and social values in your investments
Align Your Planning with Your Values & Purpose
- Learn the 5 uses of money
- Get the financial freedom you deserve
Make your insurance policies actually work with your plan (instead of feeling like a plan of their own)
Our 3-step process puts You in control of Your Planning
Clarity Today - Peace of Mind - Vision for the Future
1 - Fit Meeting
Hold a free, no-obligation, introductory meeting. No one makes any decisions. You interview us and we interview you. Together we learn whether your circumstances and expectations are a good fit for our business model and approach.
2 - Build Your Plan
Learn which action steps could help you achieve your vision of tomorrow.
Use sophisticated, industry leading resources to keep you up-to-date.
3 - Implement & Review
Schedule and hold periodic reviews to address new planning goals and answer questions that may arise as the years go by. We stay with you every step of the way.
Our Products & Services
What Makes Wealth Development Council So Different?
We believe that you have worked hard to get where you are today. We also believe that, while you deserve access to sophisticated, industry-leading planning resources, you should also feel like you are in a working relationship with people who care about you - people who are committed to putting your best interests ahead of their own, making your best interests their #1 priority.
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