Franconia Office: (267) 384-5300

PA Partner of the Year 2018_White

Mission Statement FIFS Team Testimonies FAQ Latest News Employment Opportunities
Business
Personal Automobile Insurance Motorsports Aviation Life Insurance
Contact Us Contact FIFS Team Member Request Change Request ID Card Request a Quote Submit Your Resume

FIFS Capital Advisor Group named as an approved 403(b) service provider by the Souderton Area School District

 

FIFS Capital Advisor Group is pleased to have recently been added to the Approved 403(b) Vendor list for the Souderton Area School District.  FIFS Capital Advisor Group Financial Advisors Sidney J.  Ruth, CPA, CFP® and Timothy V. Swartley, CFP® will now be able to assist district employees with their retirement planning goals.

“As a parent of children at Salford Hills Elementary, I appreciate the hard work and long hours that the faculty and staff dedicate to the student experience.  I am excited to work with district staff and faculty members to build successful retirement outcomes,” said Sid Ruth. 

Tim Swartley commented, “I have been impresCAG.Tim_Denise_Sid.jpgsed by the professionalism and care my children have encountered at Franconia Elementary and Indian Crest Middle School.  I look forward to working more closely with the teachers and staff from those schools, as well as those throughout the district.”

This engagement represents an expansion of the FIFS family’s strong partnership with the Souderton Area School District.  FIFS has been a business partner in the Pathways 360° program, with staff presenting to students on numerous occasions.  The goal of SAHS Pathways is to ensure that all students are considering their post-high school goals as they plan and select courses during their four years in high school. The hope is that engaging students in goal-related conversations will make their high school education more relevant while also preparing them to make more informed post-high school decisions.  In addition, Karla Myers, CIC, CWCA, Operations Manager at FIFS, LLC., serves on the Pathway Advisory Team (PAT).  The goal of the PAT is to connect with business partners to collaborate on Pathways 360° issues.  Click here to read more about Pathways 360°.

 


PLEASE COMMENT

Your Name* Your Email* (will not be published)
Your Comment *    

CAPTCHA Image   Reload Image





enter code*:

POPULAR POSTS

FIFS Capital Advisor Group is proud to welcome Timothy Swartley, CFP to our team!
FIFS Capital Advisor Group is proud to welcome Timothy Swartley, CFP® to our team! Tim brings 20+ years of experience in the financial services industry, most recently managing....
Read More

FIFS Founder, John Frankenfield Retires
After 22 years at FIFS and 37 years in the insurance industry, John Frankenfield will be retiring at the end of 2016. As the face of FIFS for more....
Read More

FIFS Capital Advisor Group named as an approved 403(b) service provider by the Souderton Area School District
FIFS Capital Advisor Group is pleased to have recently been added to the Approved 403(b) Vendor list for the Souderton Area School District. FIFS Capital Advisor Group Financial....
Read More