Our clients are busy people. Some are mid-career professionals, business owners and educators; many are approaching retirement or already retired. Most are actively involved with their families and community organizations.
Before we begin a financial planning or advisory relationship with new clients, we believe it is essential for us to develop a solid, detailed understanding of who you are, individually and as a family, your specific needs and goals, as well as your concerns and challenges.
Our Introductory Conversation is designed to determine whether our philosophy and process are a good match for what you need from a financial advisor.
The News You Need To Know & Upcoming Events
The News You Need To Know | June 2020
As Lancaster County moves into the “Yellow” phase of the COVID-19 reopening process, we want to address how our office will operate during this time. Of course, we have and will continue to follow Pennsylvania and federal health and safety guidelines. Like you, we are very much looking forward to a gradual return […]
The News You Need To Know | REMINDER
Early in 2020, the SECURE Act was passed into law. This set of laws and changes will impact many of our clients, their retirement accounts and their heirs. Join us on Thursday, May 28th at 3:30 pm as we discuss the most important aspects of the SECURE Act. We will review how this new […]