Today and Tomorrow.
Professionals located in West Chester PA, Wilmington Delaware and White Marsh, MD, servicing the complex needs for today retirees. This group focuses on those families within 5 years of retirement, already retired, as well as business owners seeking retirement plans for employees. We host a series of free important workshops throughout the area with specialist B. Michael Shanley.
Workshops are focused on Taxes, Social Security Planning and Retirement Planning. You can enjoy our prior programming done on WDEL 1150 AM, and Web Radio by the areas leading professionals in retirement planning. Hosted by 30 year professional B. Michael Shanley.
Retire Smart! For Baby Boomers - Tomorrow is Today!
Call us today at (484) 881-8899
for more information!
West Chester, PA - Wilmington, DE - White Marsh, MD
Please Call For Your TAX Appointment (410) 515-5800
We serve a wide range of clientele, and every client relationship is valued greatly. Each engagement benefits from the depth and breadth of our expertise. Call for your free consultation today.
Economic growth helping or hurting your retirement?
RETIRE SMART! WORKSHOPS-
As Heard On WDEL 1150 AM, and now nationwide on Internet Radio!
Join your host, B. Michael Shanley as he explains those challenges facing the Baby Boomer Retirees. Local experts will discuss important action items to RETIRE SMART! Hear from local experts, Coach Dick Vermeil, Rosemarie Kosmalski, Tricia Jefferson, and many more! Education from the experts!
JOIN a workshop in your local area.
White Marsh, MD
West Chester, PA
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