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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.