top of page
map.png

WealthScope GPS™

WealthScope Financial GPS system

Welcome Back! 

 

We really enjoyed discussing the importance of Protection during our most recent meeting, and are eager to help put a plan in place for you that will address these needs.

 

A good analogy for this stage, is thinking of it as your seatbelts and airbags...tools to help keep you protected on your journey. 

Scroll Down

Keep going...you are well on your way

momentum is on your side, and so are we!

Scroll Down

map.png

What to do next

Feel free to send other relevant documents that we discussed such as wills & trusts, umbrella insurance pages, investment documents etc.

WealthScope Financial GPS system

Check the background of your financial professional on FINRA's BrokerCheck

​

* Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com, Any other business entity or name that your financial professional markets their securities and advisory services under is not affiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. Our representatives are insurance and securities licensed in the state of PA as well as additional states. This is not an offer or solicitation in any state where reps are not licensed or registered. For registration or licensing information, contact our office at 908.386.6250

​

Terms of Use | Privacy Policy

6507072RG_Apr26

WealthScope Financial is among the best financial advisor firms in the Lehigh Valley, PA - specialists for medical professionals

©2025 WealthScope Financial • Financial Services / Life Insurance / Financial Advisor firms

 Lehigh Valley, PA • 908.386.6250 • LinkedIn

1550 Pond Road, Suite 140, Allentown, PA 18104

FINRA's BrokerCheck for your Financial professional at WealthScope Financial, a unique financial consulting firm, located in the heart of The Lehigh Valley Pennsylvania. WealthScope Financial thrives on building long-term relationships with clients.
bottom of page