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Our Services

You can count on AspireWealth Planners to help you achieve your financial aspirations.  Through our alliance with The Penn Mutual Life Insurance Company, its broker dealer Hornor, Townsend, and Kent, Inc., and various other carriers, we offer a wide array of products and services, including:

Personal Insurance

  • Life & Annuities
  • Long Term Care
  • Disability
  • Healthcare

Investments

  • Stocks
  • Bonds
  • Mutual Funds

Business Ownership Protection

  • Salary Continuation
  • Deferred Compensation
  • Split Dollar Bonus Plans
  • Long/Short Term Disability
  • SEPS
  • Group Life Insurance
  • Medical/Dental Plans
  • Voluntary Plans

 


Pension Services

  • 401K
  • Pension Enrollment

Business Benefits Plans:

  • Life Insurance Trusts
  • Analysis / Conservation / Liquidity
  • Charitable Requests
  • Trust Administration
  • Family Gifting

Planning Services:

  • Retirement Planning
  • Estate Analysis
  • Financial Profiles