Our Services

We provide a full range of financial services and products from over 100 select companies.

Our planning services for individuals include:

*Retirement Planning

*Estate Analysis and Planning

*Charitable Giving

*Asset and Risk Management

*Wealth Accumulation

*Tax Strategies




To businesses we offer:

*Business Continuation & Succession Planning

*Pension Consulting, Design & Implementation

*Executive Compensation Design

*Employee Benefit Analysis




Investment Products Available:

*Brokerage Services

*Mutual Funds and Money Markets

*Fee Based Asset Management

*Pension and Retirement Plans

*Variable Annuities




Insurance Products Include*:

*Life and Disability

*Long Term Care

*Medical/Dental/Vision

*Fixed Annuities






* Certain products are available through inter-company marketing agreements with third-party providers.

**Banking products offered through Acacia Federal Savings Bank and are not available in all states.




We invite you to browse the library, and use the calculators, so you can experience the capabilities of our organization.



*This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Insurance and securities products are limited to residents of Pennsylvania, Ohio, and West Virginia.



An agent from Ameritas Financial Services of WPA will contact you to provide you with requested information.