Helping clients meet their financial goals with the development and implementation of a comprehensive financial plan based on the goals of the client. This process helps raise the financial IQ of the client while putting them on a path towards financial independence. We guide clients in implementing the Infinite Banking Concept, made famous by the recently published book "Bank On Yourself" by Pamela Yellen, allowing people to develop their own monetary system to recapture the interest they pay to banks and financial institutions and reduce or eliminate the control those institutions have on their lives. Provides access to mortgages as a Licensed Mortgage Broker, PA License #5247. Mortgage provided through Moreland Financial Corp. Licensed Mortgage Banker, PA Dept of Banking.