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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
It's important to understand how inflation is reported and how it can affect investments.
When you’re married and have children, insurance needs will be different.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a few things to consider when buying or leasing your next vehicle.
How will you weather the ups and downs of the business cycle?
There are three things to consider before dipping into retirement savings to pay for college.
When do you need a will? The answer is easy: Right Now.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Making the most of surprises is a great reason to work with us.