We understand how to navigate the difficult discussions that come with managing funeral homes and cemeteries.
For more than 30 years, it has been our privilege to serve the death-care industry in Pennsylvania with investment guidance unlike any other in the marketplace.
We honor that privilege by cultivating meaningful relationships with our clients built on trust.
Funeral Home Pre-Need
These funds are used by funeral homes to meet the expense of providing the contractual obligations to the consumer.
Cemeteries can use these funds to pre-pay for individuals’ pre-determined needs such as caskets, urns, and more.
These trusts are designed to ensure that income will always be available for the continued upkeep and maintenance of the cemetery, even when all the interment spaces have been sold.