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Retirement Advisory
Our mission is to work closely with our clients to design financial strategies that help provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Asset Allocation & Risk
Our organization prides itself on providing retirement planning services to Lancaster, PA and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate aspects of our clients’ wealth into a coordinated plan.
Medicare
While there is no shortage of things to plan for in retirement, it’s critical to address your health concerns by crafting a health care strategy. There are various ways to accomplish this, with Medicare being important for many Americans
Income Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At Retirement Advisory, we are here to help you navigate throughout each of the three income planning phases — accumulation, distribution, and preservation or transfer — and to help you uncover the various opportunities and concerns of each phase.
Social Security
We help our clients develop an understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on how you will rely on your benefits.