investment income


Immediate Fixed Income Annuity: Is It Right For You?

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(And why it might not be so good for you.)

Tax-Efficient Benefits of Exchange Traded Funds (ETF)

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The savings for non-tax deferred (retirement) account investors can be significant.

Is The 3.8% Investment Tax for High-Incomes Here to Stay?

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Here’s what you need to know.

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