planning


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.

Are You Keeping Up with Your Financial Plan’s Maintenance Schedule?

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We all know that regularly maintained vehicles are more reliable, more durable, and have a   

9 Retirement Decisions You’ll Want To Make With a Specialist

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These decisions need to be coordinated to have the most benefit.

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.

New Retirement Report: You Need To Have a Backup Plan

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The Transamerica Center for Retirement Studies (TCRS) recently released their annual report “The Current State   

A Will Does Not Allocate All of Your Estate Assets

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In many cases there are two separate groups of assets to be addressed.

Three Key Assumptions To Make in Financial Planning

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

‘I’ll Do It Later’ Could be a Retirement Plan’s Worst Enemy

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How can you know what you should be saving now?

4 Reasons Why We Believe Wealth Consolidation is Worth the Effort

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The benefits of choosing a single financial custodian.

One Year Before Retirement – Will You Be Ready?

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One year before you retire is a great time to assess your situation and make sure   

Should You Pre-Plan or Pre-Pay Your Funeral?

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Here are points to consider.

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