Harrisburg Wealth Management
Effective Planning Through Personal Relationships
We believe that every client in our Central Pennsylvania and Maryland service area is our most important client. As a smaller, community-oriented financial services institution, we're able to take a consultative approach to financial planning in Harrisburg. Your advisor will take the time to ask the right questions about your financial situation and goals. By getting to know you and your needs, we can tailor a plan that works for you now and in the future. We'll also be there to adapt your blueprint as your circumstances change and evolve.
Benefit From a Comprehensive Financial Planning Solution
Financial planning requirements vary from one client to the next. Our all-encompassing methodology ensures your program will address your specific needs in these areas:
- Retirement planning: How confident are you that you'll have the means to maintain your current lifestyle in retirement? Your advisor will help you utilize IRAs and other financial tools to ensure you have the funds to retire when you want to — and live as comfortably as possible during your remaining years.
- Estate planning: Our estate planning and settlement services enable you to distribute your assets as you wish upon your death.
- Establishing trusts: We can set up various trusts (charitable income, revocable living, qualified domestic, etc.) that can serve as valuable financial vehicles before or after you're gone.
- Managing investments: We'll use our abundance of expertise and technical resources to create, implement and maintain a sound investment strategy based on your objectives and aversion to risk.
Our Step-by-Step Wealth Management Process
We implement a meticulous approach to financial planning to serve your best interests:
- Initial conversation: Your Harrisburg financial advisor will ask a series of questions to help us craft a solution that works for you and your unique needs.
- Tailored plan: We'll use the information obtained from the conversation to develop a customized financial program.
- Presentation: The advisor will present the plan to you to make sure you're comfortable with it.
- Investment strategy: Upon your approval of the program, we'll design a targeted investment strategy that will help you achieve your objectives.
- Implementation: The next step is to set your plan and strategy in motion and ensure a smooth, seamless execution.
- Monitoring: We'll continuously review your plan and modify it as needed. You'll receive timely reports so you can also monitor the progress.
Contact Us to Learn More About Financial Planning in Harrisburg, PA
Get reliable guidance that can have a positive impact on your financial future. Contact Orrstown Financial Advisors for more information or to schedule an initial consultation today.