|
|
|
5249 Simpson Ferry Road
Mechanicsburg, PA 17050
Phone: (717) 790-9059 / (800) 373-5452 Toll Free
|
|
|
Services |
- Comprehensive financial plans for retirees, families and business owners
- Tax planning and tax reduction strategies
- Education planning and funding
- Retirement planning
- Investment risk reduction and planning strategies
- Pensions and qualified retirement planning including cost analysis and risk of existing plans
- IRA, 401(k) and pension transfer and rollover strategies
- 401(k) and various retirement plans for large and small companies and individual retirement plans
- Insurance planning (life, disability, health, long-term care
- Mortgages and financing strategies (residential and commercial) and Tax advantaged real estate exchanges
- Financial counseling for divorcees, widows and widowers
- Estate planning and wealth preservation
- Charitable donation strategies
- Annuities (fixed, variable and immediate)
- Investments (mutual funds, stocks & bonds, CD’s, government securities)
- Tax sheltered annuity plans
- Business planning
- Bi-Lingual Speaking Consultant available on Staff Site
| |
|
We listen to your needs.