Broker Check


Did you Know?


Financial Literacy Education


J. Timothy Corle, CPC, CFP®  has been approved as an instructor for the National Society of Financial Educators (NSFE); he provides instruction on a range of adult financial literacy topics.  In 2019, Tim will be running classes at a local university titled The Changing World of Retirement Planning.  This class will cover a wide range of financial topics, and is centered around advanced strategies on how to obtain a lower tax bracket in retirement.  While the course is open to anyone, the ideal age range of students is 50-60. This is the group that tends to be most interested in their approaching retirement age, and learning about the various financial topics is relevant when going from a predictable income stream (a paycheck), to a financial future where their income sources are less certain. 

If you would like more information on the course or the subject matter, please give us a call at 610-251-0670!



Stay Current!

Check out our Blog page to see new updates from time to time!