WealthScope Financial is a financial services firm in Lehigh Valley PA that will help you grow, protect, and save your dollars. 

Get guidance

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This likely feels like a loaded statement. It’s never easy researching and procuring the “best” talent in any given field, especially on a topic so overindulged in the media and so critical to financial and life success.

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Let us make this easy for you.

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Here at WealthScope Financial, we:

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• Have helped people retire for years and years and we’ve gotten pretty good at this.

• Employ a methodical approach to educating, protecting and liberating your wealth.

• Use a proprietary process called WealthScope GPS™ to strategize, organize and implement your plan.

• Educate our clients on what to do and why, versus simply “telling” them what to do.

• Become the primary guide for your financial life.

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Retirement Planning

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If you want to be able to retire on your own terms, the first step is defining them and creating an effective plan to make them a reality. At WealthScope Financial, our team gets to know you today, and where you want to be tomorrow.

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Then, we show you the strategies for how to help get there in an efficient manner, making the most of your resources and protecting your assets from unnecessary risk, taxation and restrictions.

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Individual customized consulting and education build on the most advanced economic thinking and modeling technologies.

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We tailor retirement plans and help you review the results along the way, ensuring you fully understand the risks, rewards and timeframes – thus, putting you solidly in charge of your retirement goals, while leaving the day-to-day work to us.