adviser


Every Walt Needs a Roy – Disney that Is

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Walt Disney’s success was in large part due to his brother, Roy. Here’s what Roy and Walt teach us about the client-financial planner relationship.

How are Fee-Only Financial Planners Paid?

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There has been a lot of news coverage this past year on the topic of   

What is Financial Planning?

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Financial advisers do more than just evaluating your finances. Learn how they differ from other types of professionals, and find out if you need one.

Is Your Adviser Worthy of Your Trust?

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It’s not enough to connect with your financial adviser. Use these 10 questions to find a financial adviser you can trust with your finances.

How Would You Define a “Trusted Adviser”?

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The Department of Labor (DOL) Fiduciary Rule is officially in a transition period. The official   

Why You Should Work with a NAPFA-Registered CFP® Professional

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The CFP® marks and NAPFA membership make a powerful combination of proven ability and commitment to you, the client.

Are Investment Management Fees Tax Deductible? It Depends.

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The answer ultimately depends on how the management fees are being paid.

Why Consolidating Multiple Investment Accounts Is a Good Idea

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Reducing complexity is just one of the advantages.

Why a Fiduciary Relationship May be Critical to Your Financial Well-being

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Fi•du•ci•ar•y – Wikipedia defines a fiduciary as “a legal or ethical relationship of trust between   

What Triggers an SOS in Your Finances?

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How do you know when it’s time to seek help managing your investments?

Expect More from Your Advisors

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Trust and competence are givens. What about open, honest conversation?

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437