financial planner


Every Walt Needs a Roy – Disney that Is

Posted on

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.

What is Financial Planning?

Posted on

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.

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

Posted on

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

Why You Should Ignore Market Doomsayers and Their Meltdown Theories

Posted on

Members of “Armageddon, Inc.” who constantly predict doom and gloom aren’t really trying to help you.

Are You Working With an Investment Advisor or a Financial Planner?

Posted on

They may appear to be similar but are often very different.

Three Key Assumptions To Make in Financial Planning

Posted on

When comparing results between retirement projections make sure you understand the assumptions of each plan.

Why You SHOULD Have All Your Eggs in One Basket

Posted on

Because hiring a comprehensive fee-only advisor can be liberating.

Too Much of a Good Thing

Posted on

The risk of concentrated positions.

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