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Resources

Partnering with seasoned professionals who are experts in their field means you don’t have to go it alone.


If you're seeking additional assistance with your goals, please reference our list of seasoned professionals below. Reach out directly per their contact info or contact us and we'll happily arrange an introductory meeting at a time that works best for you.

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Financial Wellness

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James F. Burns Jr., Financial Advisor

Creative Financial Group

jburns@1creative.com   

Tel: 610.325.6186 Direct: 610.405.9049 (Calls Only)   

www.jamesfburnsjr.com/

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Daniel Kochka, CPA | Managing Principal

Integrated Accounting Solutions

dkochka@integratedsolutions.cpa   

Phone: 215-967-7177   

https://integratedsolutions.cpa/

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Jessie Silvent, Public Affairs Specialist

Social Security Administration

jessica.m.silvent@ssa.gov   

www.ssa.gov

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Dana Matkovic, Independent Health Agent | Medicare

Guiding Light Insurance, LLC

danamat@comcast.net   

Phone: 484-432-8450   

https://guidinglightins.com/

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Legal Wellness

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Patrick J. McMonagle, Esquire

Meitner Law

pmcmonagle@meitnerlaw.com 

Phone: 215-540-0575   

www.meitnerlaw.com/

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Joshua S. Ganz, Attorney

Duffy North

Email: www.duffynorth.com/attorney/ganz-joshua-s/

Phone: 215-914-9939

www.duffynorth.com/ 

 

Health & Physical Wellness

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Danielle Mauger, Fitness & Strength Coach

Host of "Living the Midlife Dream" Podcast

daniellemauger@gmail.com   

Follow her on Instagram @daniellemauger_

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Emotional Wellness 

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Kim Wilson, LCSW, Licensed Clinical Social Worker

LoveWell Theraoy, LLC

kim@kimwilsoncounseling.com   

Phone: 215-280-2947   

www.lovewelltherapyllc.com/

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