Planning for tomorrow TODAY.
WE ARE COMPREHENSIVE RETIREMENT SPECIALISTS WITH ONE PRIORITY: YOU.
COLOR OF MONEY RISK ANALYSIS
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.
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American Senior Benefits (ASB) is our most valuable partner! Why? Because ASB partners with over 200 insurance companies. This means that when we come and plan alongside of you that we have access to some of the best insurance products this country has to offer. We aren’t limited to one (or just a few) option(s), we can dive deep and create a plan that fits your needs perfectly!
Success Financial Solutions (SFS) is the local branch of American Senior Benefits. We are where you are, with offices located in Pennsylvania and agents licensed in states all across the eastern United States.