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11414 Williamsport Pike
Greencastle, PA 17225
717-597-1350

Team


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
John is a well-established speaker in the tri-state area and brings 40 years of experience in the financial service business. As President of Lifetime Insurance and Financial Essentials Inc., John strives to provide sound, conservative...

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John is a Financial Advisor who holds Series 7 and Series 66 licenses, and is affiliated with Madison Avenue Securities. His key strengths lie in researching alternative investments to provide top quality financial planning using...

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Erika Carosi

Operations Manager

717-597-1350

717-597-1353

Erika has worked in Sales, Marketing, and Training for 23 years. Seen in Business Innovators Magazine, Authority Presswire, a guest on Business Leadership Radio, The Tim Laskis Show, and Rev Media. Erika is extremely passionate about...

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