Our in depth analysis helps you determine the optimal time to start collecting Social Security! Aggregate all of your accounts in your planning portal ==> Investments, bank accounts, real estate & business properties, loans & credit cards and much more. All aggregated into your net worth. Our approach aligns an academically based, structured investment philosophy with your long term goals to create a successful financial plan.
Your plan needs to be Unique to your situation; this only happens with a true understanding of your whole life. Of course your finances are the tools that help you achieve your goals, but a successful Financial Plan is so much more than just your investments. As your plan comes into focus, we believe it is critical that you have a qualified Financial Planner who can structure a plan suited for you!.
Your plan needs to be Unique to your situation; this only happens with a true understanding of your whole life. Of course your finances are the tools that help you achieve your goals, but a successful Financial Plan is so much more than just your investments. As your plan comes into focus, we believe it is critical that you have a qualified Financial Planner who can structure a plan suited for you!.
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Everyone needs a plan & Everyone's plan is different! Your plan needs to be Unique to your situation. This only happens with a true understanding of your whole life. Your goals - Your wants - Your wishes. Of course, your finances are the tools that help you achieve your goals, but a successful Financial Plan is so much more than just your investments.
Yes, The Dow hit another 1000 point milestone; However, not as significant as it used to be. Sometimes it feels like a Jungle of financial confusion out there. With the demands of a busy life and the media noise designed to confuse and conflict, how can anyone manage their finances without getting objective help?
Conestoga Wealth Management assists small and medium sized business to create and maintain a company benefit plan tailored to suit your small business & you. We help you fulfill your role as a plan fiduciary, and if needed, can help you pair with a 3(38) manager. We also design plans for lower than average costs that do not sacrifice Quality!
A CERTIFIED FINANCIAL PLANNER Professional (A.K.A. CFP Professional) is the gold standard of financial planning. A CFP Professional helps clients achieve their financial and personal goals. We look at your entire financial life - not just investments.
Our goal is to help with your goals and create a path towards financial wellness and confidence in your plan so you can focus on your family, your business, your retirement, or whatever makes you happiest in life.At Conestoga, you will always work with a dedicated CFP Professional that will help plan a path toward financial prosperity.
Our goal is to help with your goals and create a path towards financial wellness and confidence in your plan so you can focus on your family, your business, your retirement, or whatever makes you happiest in life.At Conestoga, you will always work with a dedicated CFP Professional that will help plan a path toward financial prosperity.
You pay your car and health insurance bill every month hoping that you don't have to use it. Doesn't it make sense to pay for a life plan that you need, will use, and will bring you financial wellness?. Conestoga Wealth Management has four unique service plans designed to fit your needs. Two Subscription Services for people with limited assets or who want to manage their own money, and two more full service plans.
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