Our mission is to help our clients achieve their best possible life, using their finances to support that life in a most fulfilling way. Whether it is juggling college bills and retirement planning, developing strategies to pass wealth on to the next generation, or considering whether to work part-time in retirement - we deal with all life's questions and goals, to develop and track a plan to support your situation.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We develop excellent long-term relationships with our clients, so that we can help with your evolving life, and bring the knowledge of tax laws, estate planning options, investment opportunities etc. to keep you on track. With 25 years experience and advanced education designations, we can bring an independent and knowledgeable perspective to your situation.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you. There is an opportunity to register for a complimentary consultation as well.
One of our primary goals is to develop a long-term, trusting relationship with you. We accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.
We aren't tied to products or services from a single company or family of companies but are free to find those products and services that may be most appropriate for our clients.
We understand today's financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.
I'm married to Rich, a former math teacher. We have a lovely daughter who graduated from Drexel University and is attending Johns Hopkins University for grad school. Tallie is our sweet, crazy rescue dog.
Blessing Financial Inc. has our office in West Chester, PA. We have clients all across PA and many other states. Elizabeth Austin is our office manager and customer relations manager. She has 2 adult sons and is an excellent tennis player!
I enjoy a full life following Penn State sports, the Orioles and Phillies, riding my trike, reading, doing outdoor family activities and enjoying good friends. I am a board member and treasurer of ACT in Faith of Greater West Chester. I also volunteer with Junior Achievement and my church. I am blessed to have fantastic client relationships and wonderful friends, as well as my family!
We care deeply for our clients and provide personalized service and independent advice that allows them to trust and relax working with us.
Office Manager/Customer Relations Manager