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21 Kristi Rd Unit 1, Muncy, PA 17756

(888) 347-2080
info@twfplan.com
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CLIMB YOUR MOUNTAIN

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

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Are you retirement ready?

At The Wealth Factory, we serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.

Planning

Planning

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Investments

Investments

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Retirement

Retirement

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Risk Management

Risk Management

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Helpful Content

CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU.

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
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Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.
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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

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