Wealth Management Services is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (717) 533-3020. We look forward to hearing from you.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Marriage changes everything, including your insurance needs.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Five phases to changing unhealthy behaviors.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are a few things to consider when buying or leasing your next vehicle.
Why are 401(k) plans, annuities, and IRAs so popular?
How do the markets usually react to elections? Was the 2016 election any different?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.