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Wealth Management

When it comes to investing, the process as a whole can be very overwhelming.  Those who try to make investment decisions on their own often realize the opportunity cost of doing so only after meeting with our experienced advisors.  Since every client is unique, we provide advice after a comprehensive evaluation of your current financial status and establishing your investment objectives.  We also consider factors like your risk tolerance and time horizon to create an investment strategy. Whether you're just starting out, changing careers, reaching retirement, receiving an inheritance, a recent widow or widower, settling a divorce or selling a business or property, we have the experience and knowledge to guide you through the process. We use our in-depth knowledge to help make the process easier on you. As independent advisors, we work with numerous companies and offer access to a wide array of products and services available in the marketplace to assist in customizing an investment strategy that can help work towards your financial goals.

Eric Landis, sits with prospective client to give second opinion

Looking for a Second Opinion?

Our advisors will thoroughly review your current investment statements and offer an honest assessment.  Our meeting will begin by checking to see if your current investments are aligned with your personal risk tolerance and time horizon.  Next, we will evaluate how your investment portfolio is performing and whether you are paying any unnecessary fees.  If you are considering more tax efficient ways to invest, our advisors can offer tax efficient investment portfolios.

 

In addition, our advisors will take time to answer your questions and address any other financial issues brought up during the appointment.  We will evaluate the likelihood of your current plan achieving your financial goals and if your current investment portfolio is performing according to your expectations.  If an individual’s current investments are aligned with their financial goals, we will recommend continuing them without change.  Otherwise, we are glad to help you develop a new investment strategy.  

 

Please call our office at 717-208-6990 and ask for Tracy, Director of Operations, to set up a free consultation with one of our advisors.

Products & Services

  • Investment Advisory Asset Management through LPL Financial

  • Mutual Funds 

  • Variable Annuities 

  • REITs 

  • Fixed Indexed Annuities 

  • Fixed Annuities 

  • 529/Coverdell Education Savings Accounts

Types of Accounts

  • Individual

  • Joint 

  • Transfer on Death 

  • Trusts 

  • Estates Corporations 

  • UGMA/UTMA 

  • 529 Plan 

  • Traditional IRA 

  • Inherited IRA 

  • Roth IRA ​

  • Employer Sponsored Plans: 

    • 401 (k)

    • Simple IRA 

    • 403 (b) 

    • Profit Sharing 

    • SEP-IRA

Jesse Landis, sits with existing client to review accounts.
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