Comprehensive Financial Planning with a focus on the Infinite Banking Concept to help people keep more of what they make. Teaching people how money really works and how to make it work for them is a wonderful experience. Securities and Investment Advisory Services offered through H Beck, Inc., Member FINRA, SIPC Distinctive Financial Services and H. Beck, Inc. Are Not Affiliated

Beth began her career in the Financial Services industry in 1984, and joined Merrill Lynch in 2012. As a Financial Advisor, Beth listens to her clients, focusing on their dreams and aspirations, and then offers Financial Solutions to help them meet their goals, based upon the client's risk tolerance, time horizon, liquidity needs, and overall investment goals. She also helps her clients manage through challenging life transitions, like the death of a loved one, job loss, or divorce. She even volunteers her time to help single parents and children of separation and divorce who are struggling with the changes in their lives. She fine-tuned her disciplined approach in her 25 year career as a technologist and consultant, mostly for Financial Services firms, where she specialized in listening to her client’s needs and then designed technical solutions to help them reach their business goals. Her additional consulting experience in the Utilities, Software, and Entertainment industries gives Beth broad perspective to apply to challenging situations. Beth graduated with a B.A. in Economics from the University of Virginia. Beth lives in Richboro, Pennsylvania with her husband and their two sons. Her hobbies include hosting wine tastings, enjoying small live concerts, and staying warm in hockey rinks.

Born in New York, Sheila spent most of her life in New Jersey prior to moving to Bucks County in 2003. She attended Douglass College (Rutgers University) graduating with a degree in Economics. Her areas of focus are college savings, retirement income planning, and maximizing philanthropic giving. A former vice-president of Philadelphia's National Association of Women Business Owners, Sheila serves as board president of Educational Solutions Unlimited. She is also founder of the Women Business Forum Mentoring Program, (Bucks County, PA) and a former board treasurer at UrbanPromise. Sheila is an avid tennis player, a runner, a wife, mother and Sunday school teacher. She and her husband, Paul, a teacher and coach, live in Upper Makefield with their young sons.

Property and casualty insurance for business and individuals. Independent agency representing many national and regional carriers.

Ashmead Insurance Associates is an insurance brokerage firm with over fifty years of experience and tradition that has earned its reputation as an outstanding provider of commercial and personal insurance. We are proud of our success built on our commitment to delivering cost effective programs and personalized services.

Mark 1 Restoration Service is a 24 hour a day emergency response company. Fire, smoke, water, mold & wind damages are our specialty. Insurance company approved.