Our Services

While our primary focus is on building appropriate investment plans and keeping clients focused on maintaining that plan for the long term, no plan would be complete without addressing the following potential needs:

Retirement Planning
401K Rollover Assistance
Estate Planning
Tax-Reduction Strategies
College Planning
Insurance Planning (Life, Long-Term Care, Annuities)
Hourly Consulting– This service is provided by Steve Stackhouse, CFP®, ChFC® and includes specific financial problem-solving and consulting in areas that are somewhat different than the services offered through traditional investment advisors. The costs for hourly consulting are based upon an hourly rate, which is fully disclosed in a written engagement agreement.

You can get essential financial guidance in the following areas:

Asset Allocation
Business Planning
Education Planning
Estate Planning
Debt Management
Goal Planning
Cost Basis Tracking
Major Purchase Analysis

Contact Steve Stackhouse at [email protected] or (717) 482-8048 to design a program tailored for your unique situation and needs.