Mission Statement

Our mission is to help our clients make smart financial decisions consistent with their financial objectives.

Many people, especially women, believe that their financial well-being is linked solely to their ability to earn a high income. Financial independence requires an understanding of your finances and how to leverage your finances to take advantage of opportunities. It is more about setting financial goals and learning to use financial strategies that will help you meet your objectives. 

Together, we can develop a roadmap to reach your goals and financial freedom. 

Complimentary Life Insurance Review

Would you like a complimentary life insurance review?

Personal Reasons

• Health Changes
• Marital Status
• Career Changes
• Increased/Decreased Income
• Education Expenses
• Phase of Life (Accumulation/Protection)
• Retirement

Business Reasons

• Net worth of company
• Health of Business Owners
• Turnover- New/Previous Employees
• Status of Previous Agreements
• Partner Protection (Buy Sell
• Exit Strategies

How the process works:

Step 1) Click on the link below to open the Policy Review form
Step 2) Fill in the marked sections in yellow
Step 3) Email or fax back for review

J Diane Robinson

(412) 500-9430
P.O. Box 169
Bolivar, PA 15923