We appreciate the time and effort you have invested to stop by and visit us for a few moments. Thank you for doing so. We're not naive enough to think that this, or any website, would be enough to convince you to make a decision as personal and important as whom to trust with your family's future.
Nothing but a face to face meeting or two, along with perhaps a personal introduction from a close friend or family member, should help you make that decision.This website is merely a glimpse into who we are and how and why we've been helping people through four decades of good times, bad times, uncertainty, fear and exuberance.
Nothing but a face to face meeting or two, along with perhaps a personal introduction from a close friend or family member, should help you make that decision.This website is merely a glimpse into who we are and how and why we've been helping people through four decades of good times, bad times, uncertainty, fear and exuberance.
Services
Matt has spent his entire career in the Financial Services Profession. After graduating in 1982 with a degree in Business Administration and an emphasis in Finance from Millersville University, he chose a large insurance company for the foundation of his training.
Realizing that his clients would be best served by maintaining a 100% independent Financial Planning Practice, he made the business decision to personally represent his clients rather than a large Insurance or Investment concern.In so doing, he has access to any investment or insurance program that would best serve his clients' needs.
Realizing that his clients would be best served by maintaining a 100% independent Financial Planning Practice, he made the business decision to personally represent his clients rather than a large Insurance or Investment concern.In so doing, he has access to any investment or insurance program that would best serve his clients' needs.
Demonstrating what we do may be easier by explaining what we don't do. We don't try to be all things to all people. Many have tried to do this; all have failed. We work with a select group of people who are serious about the success and well being of their family and their future. We don't do it for you, we do it with you.
We are conveniently located on Lititz Pike, down from the Lancaster Shopping Center (Giant and A.C. Moore). From Route 30, you would exit onto Lititz Pike. Take Lititz Pike South towards town. We are on the left hand side across from Walgreens Pharmacy at the Golden Triangle Shopping Center. We are in a cream building with olive shutters that is located on the corner of Lititz Pike and Pleasure Road.
Wondering if you paid too much in taxes last year? So that you may get to know us, please accept a complimentary Second Opinion on your Individual Income Tax Returns. Simply contact us for an appointment and we will review your last three years individual tax returns to determine if any changes can be made that would result in additional tax savings (aka: bigger refund).
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
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