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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Term insurance is the simplest form of life insurance. Here's how it works.
Probate can be a completely public process, or it can be managed to include as little information as possible.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Military families face unique challenges, making personal finance even more critical.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.
Have you explored all of your choices when it comes to managing your taxable income?
Three things to consider before dipping into retirement savings to pay for college.