investment 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   

Are Investment Management Fees Tax Deductible? It Depends.

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

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

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

Why Consolidating Multiple Investment Accounts Is a Good Idea

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Reducing complexity is just one of the advantages.

Why Even Long-Term Investors Should Hold Quarterly Reviews

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Many investment advisers say you need to have a long-term perspective to be successful investing   

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