Aww, shucks. You noticed us!
(We’re trying not to blush.)
Thanks for noticing our t-shirt! What’s this all about?
Retirement on your terms doesn’t need to be complicated.
You live in a world of endless advice from people and machines. Some of that advice is good. Some of it isn’t. It can be hard to tell the difference. You just want easy to understand, straightforward info, so you can feel confident about your choices.
We’re a husband-and-wife team of two experienced and credentialed financial advisors, and we want to help you make retirement happen on your terms.
Who are you people?
We are a husband-and-wife financial planning team based in Central Pennsylvania.
Our mission is to make our clients' financial lives easier and help them achieve their greatest financial future.
With a passion for providing expert guidance and comprehensive financial solutions, we have dedicated our careers to serving people approaching retirement, widows, and even select young professionals facing challenging and complicated financial decisions.
From managing money wisely, to planning for retirement income and expenses, we are committed to empowering those we serve to navigate the complexities of their financial journey with confidence.
Scot Whiskeyman, CFP®
Cofounder and Partner
CERTIFIED FINANCIAL PLANNER™ Professional
Financial Advisor Since 2011
Lindsey Ciarrocca, CMC®
Cofounder and Partner
Certified Money Coach (CMC)®
YNAB Certified Budget Coach
Financial Advisor Since 2016