Pennsylvania

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Meet Joe Edgeworth in Lancaster, PA

Joe has been a financial planner since 1992, working with individuals, families, and businesses. His company focuses on teaching people how they can invest their money safely, with a 100% guarantee of their principle, earn a very respectable rate of return, and have income guaranteed for their lifetime. Joe has also shown over 2,000 people how to protect their nest egg and their loved ones from the catastrophic cost of Long-Term Care, along with showing parents and grandparents how to safely and tax-efficiently transfer their wealth to their children.

Joe and his wife Teri have lived in Lancaster for 35 years and together have three daughters.

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Meet Mike Kaminski in Center Valley, PA

Mike Kaminski has been helping people realize their retirement goals and assisting with income planning for 31 years. He is the co-founder of Well Being Financial Group.

For over three decades, Mike has helped people protect their life’s work by following our most important rule in Don’t lose your money. Mike is qualified to handle a range of challenges facing today’s pre-retirees and retirees, specializing in safe money solutions. We create guaranteed income for life while optimizing the safety of principle, ensuring you have enough money at retirement and protecting your assets.

Mike has been a resident of eastern Pennsylvania his entire life. He is a proud husband and father of two adult daughters. His family enjoys hiking, biking, running, and most activities.

Meet Mike Wilson in Telford, PA

Mike has been helping people from all walks of life plan and protect their retirement “nest egg” and finances from the unexpected since he retired from managing his engineering company in 2014. He takes a holistic approach to financial planning, incorporating all strategies necessary to ensure that your retirement is truly “crash proof” and one to be enjoyed worry-free. He has worked with business owners and individuals across the financial spectrum, educating them about their risks and concerns as they move toward retirement, about income and legacy preservation, and not about how big your 401K/403B/IRA or stock portfolio is.

Meet Michael Battalini in Pittsburgh, PA

As President and CEO of The Pittsburgh Wealth Management Group, Michael Battalini is devoted to helping people protect and grow the assets they have accumulated over their lifetime.

Michael Battalini is a fully licensed investment professional, Series 7 (General Securities License), and Series 63 (Securities Agent for States). He is also a fully licensed Life, Annuity, and Health Insurance Agent. Michael has a Bachelor of Science in Business Administration from Robert Morris University. Michael is also a Registered Financial Consultant RFC®

Custom financial planning for retirees and pre-retirees throughout the country is Michael’s focus. His expertise in shielding client investments from stock market loss is a strategy that has become especially important in today’s volatile market and ever-changing economy. Sound advice about a lifetime of income security with consideration paid to tax implications is what you can expect in working with Michael and the Pittsburgh Wealth Management Group.

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Meet Andrew J. Pravlik in Pittsburgh, PA

With over 25 years in the financial services industry, Andrew offers experienced and perspective rich services for clients in Pennsylvania and throughout the country.

As a retirement income specialist, he provides his clients with safe, predictable portfolios, guaranteed income, upside performance, and no downside market risk.

Andrew believes in the team approach to financial and estate planning. He and his firm Pittsburgh Wealth Management have a close affiliation with top estate planning attorneys and CPAs to coordinate your comprehensive plan.

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Meet Philip Richardson CFP®, CLU, ChFC in Lancaster, PA

Philip has been in the business since 1996, when he founded The Richardson Group, over twenty years ago. Philip’s primary focus is to protect your savings and to take the confusion out of investing, with approachable steps. Planning for retirement is often confusing and filled with stress. We eliminate the hassles and jargon to make things understandable and relevant for you.

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Meet John Lawrence in Harrisburg, PA

John has a passion for helping others, and retirement planning is a fulfillment of this passion. By working diligently and methodically with his clients, John develops solutions to help his clients gain peace-of-mind, knowing their financial future is sustainable. He believes that goals are the most important requirement in a retiree’s financial portfolio, and he excels at finding solutions to fulfill those goals.