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Danville, Pa. 17821
570-271-1855
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Working For You

How We Plan: We craft strategic, integrated financial plans that turn your business revenue into personal wealth by minimizing taxes and maximizing your returns. We work collaboratively with you, taking into account your current life situation and family needs, as well as project how your needs may change in the future.

How We Plan: We craft strategic, integrated financial plans that turn your business revenue into personal wealth by minimizing taxes and maximizing your returns. We work collaboratively with you, taking into account your current life situation and family needs, as well as project how your needs may change in the future.

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In the News

Publications and Speeches

7/1/2005

Play by the Rules: IRC section 409A imposes new requirements on nonqualified deferred compensation

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1/1/2005

Class-Based Pensions: A cost-saving alternative for companies of all sizes

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3/1/2004

Turn Your Practice Revenue into Personal Wealth: A Guide for Physicians

You’ve worked hard to build your practice into what it is today. If you’re like most professionals, your practice is one of your greatest assets and you are paying steep taxes each year on the revenue your practice generates.

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3/1/2004

Small Business Insurance Checkup: A Guide For CPAs

To prepare themselves for the financial risks they face, small business owners, CPAs included, need to ensure the health of their organization by doing an annual review of insurance coverage including employee benefit plans, property and casualty and other business policies.

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11/1/2003

412(i) Plans: Fully insured defined benefit plans offer major tax advantages for small employers

It is often said that there are no guarantees in life, and that the only things we can be certain of are death and taxes, neither of which is necessarily positive.

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Firm Announcements

9/9/2005

Papalia Financial Services Names Chief Compliance Officer, Advanced Planning Director and Insurance Administrator

Papalia Financial Services has named three people to join its office in Danville, Pa..

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8/30/2005

Jeanne Schanzenbach and Benefit Consulting Associates, Inc., Join Papalia Retirement Plan Services

Papalia Retirement Plan Services, Inc., a division of Papalia Financial Services headquartered in Danville, Pa., has acquired the assets of Benefits Consulting Associates, Inc. of Phoenixville, Pa.

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Content Management System (CMS).