Project Wealth is a video series created to help you understand issues that can impact your retirement journey
Our advisers offer information on topics that are important to those in or approaching retirement, from investment strategies to Medicare. You can find our Project Wealth videos here and airing regularly on WGAL.
The Latest from Project Wealth
Health Savings Accounts (HSA)
Did you know that a health savings account functions like an IRA at age 65? Mike Helveston shows you how it works on this edition of Project Wealth.Read the article
All Project Wealth Videos
Want to learn more? Visit the pages below to watch the videos and read related articles written by our experts.
With the right guide, retirement does not have to be difficult.
You are probably starting to realize some of the challenges and choices that will shape your retirement journey. Your retirement could last thirty years or more. You need to avoid mistakes and take advantage of opportunities to make the most of your hard-earned savings.
Retirement is our specialty. We are helping clients become financially independent for retirement every day.
The first step is to have a conversation.
Call us at 717–560‑3800 or complete the form below to get started.