Serving the Christian community since 1978!
"Specializing in Estate Planning, Investing, Tax
and Advisory Services"

978 Ben Franklin Hwy. (Rt 422 East)

Douglassville, PA 19518
(800) 688-5800 or (610) 385-4500
FAX (610) 385-6868

  Click here to complete our Legacy Data Sheet

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →