About Us

Don’t be part of the 92%. Invest in Yourself in 2020!!!

The year is quickly coming to a close. No doubt that you’ll speed through the holidays with busy schedules, parties, shopping and wrapping and hopefully some time focused on faith, friends, and family – the reasons for the season. That also means it’s close to the time when most people look in the mirror and… Continue reading Don’t be part of the 92%. Invest in Yourself in 2020!!!

About Us

Trust is Earned, Not Given

We all know that real trust has to be earned over time through positive experiences. Especially in our world as planners, it can take several years for clients to faithfully allow us into their “Circle of Trust”. We’ve also noticed that as client relationships mature over time, meetings naturally become less frequent due to the… Continue reading Trust is Earned, Not Given

About Us

Finding The Right Fit

I recently attended a career fair at Kutztown University on behalf of Haas Financial Group.  The event was hosted by KU’s Career Development Center for soon-to-be college grads.  As I was walking into the student center, I started to reminisce back to my junior and senior years of college at Duquesne - wondering where I… Continue reading Finding The Right Fit