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.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Being healthy not only makes you feel good, it may also help you financially.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
One way to find money is to examine your current spending habits and eliminate money wasters.
Here’s a guide to explain all the parts of Medicare.
What kind of auto insurance should you have? Do you know?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are hundreds of ETFs available. Should you invest in them?
Women must be ready to spend, on average, more years in retirement than men.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.