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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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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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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Helpful Content

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

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.
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Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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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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