Project Description

Family & Life Changes

Big changes can happen in your life at any time, so you need to think carefully about financial decisions that may affect your future. Whether your family is growing or you are trying to limit the impact of a transition on your loved ones, remember your long-term goals. You may be considering important life events like college or marriage, you may be put in the position of caring for the people who supported you throughout your life, or you may be negotiating a settlement to divide your combined assets. No matter what the situation, you’ve got a lot to think about. Planning now could make the difference between just getting by and living comfortably in the future.

Here are some things to consider:

  • 529 College savings plans

  • Disability Income Protection

  • Life Insurance Planning

  • Retirement Savings

  • Long Term Care Insurance


tel - 215.598.9325 fax - 215.598.9326


3880 Smith Road Furlong, PA 18925

Is an Annuity for you?


Excellent service helping to make wise decisions, readily available!


Providing strong value for business owners who need to develop viable succession plans and exit strategies.

The Advocacy Network

Jim is a seasoned professional in the industry who provides advice and service in the most professional manner.

Realty ONE Group Legacy

I have worked with Jim Barlow and he is very helpful in an industry that can be very confusing.

Perrine’s Administrative Support

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