Investments: Registered Investment Advisor
Seminars at Colleges and Businesses
Retirement and Financial Planning
Long Term Care Insurance
Estate Planning
Life Insurance
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In addition to investments and insurance, we provide these fee based services:

• Financial Planning

• Retirement Planning 

• Estate Planning

CLU: Chartered Life Underwriter since 1977
ChFC: Chartered Financial Consultant since 1988
RHU: Registered Health Underwriter since 1998
CSA: Certified Senior Advisor since 1999
Registered Investment Advisor

Proper evaluation includes uses of Accepted Industry Standards in evaluation of individual situations and recommendations. This may be achieved by appropriate application of various investment and insurance strategies.

Investment strategies include implementing various Asset Allocation Modes. Asset Preservation discusses various uses of Disability Insurance, Long Term Care Insurance and Life Insurance.

Geoff has been in the Financial Services Fields since 1969. He is an approved Continuing Education Instructor in the state of Pennsylvania and has conducted courses for various Financial Services.

A member of the Society of Financial Services professionals, Geoff Legg is past President of the Lehigh Valley Chapter.

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