financial advisor

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   

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   

The Benefit of Asset Consolidation

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Do you need more than one adviser?

Are Investment Management Fees Tax Deductible? It Depends.

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

Do You Have an Estate Plan or Just a Fancy Piece of Paper?

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Having a fully coordinated estate plan in place will allow you to have the peace of mind of knowing that your affairs will be handled as you intended.

4 Reasons Why We Believe Wealth Consolidation is Worth the Effort

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The benefits of choosing a single financial custodian.

Financial Advice is Changing For The Good Of The Consumer

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There are 3 primary adviser compensation models.

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   

5 Ways to Underperform Your Own Investments

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Here’s what (not) to do:

Gamma Defined OR is Your Advisor Worth His Fee?

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Quantifying the extra income you can earn by making better financial decisions.

9 Ways to Beat the Medicare Surtax – Part 3

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This week we conclude our series on minimizing the new 2013 taxes on upper income   

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