Wealth Management Lancaster PA

High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.

Michael Helveston
Rodgers & Associates Ltd.
(717) 560-3800
647 E. Roseville Road
Lancaster, PA
Expertises
Ongoing Investment Management, Tax Planning, Insurance Related Issues, including Annuities, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CRPC

Timothy Decker
ISI Financial Group, Inc.
(717) 393-3353
26A East Roseville Road
Lancaster, PA
Expertises
Retirement Planning & Distribution Rules, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, AIF

William Heidig
FiscalWise, Inc.
(610) 891-7760
1756 Columbia Avenue
Lancaster, PA
Expertises
Retirement Planning & Distribution Rules, Advising Entrepreneurs, Women's Financial Planning Issues, Advising Medical Professionals, Planning Issues for Business Owners, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Mr. George Christian Mauser, CFP®
2025 Lititz Pike
Lancaster, PA
Firm
Rodgers & Associates
Areas of Specialization
Comprehensive Financial Planning, Retirement Planning, Tax Planning

Data Provided by:
Mr. Steven F. Bell, CFP®
(717) 735-1170
630 Delp Rd, Ste 100
Lancaster, PA
Firm
Personal Wealth Advisory, LLC
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Insurance Planning, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Lita "Lee" Pelko
Rodgers & Associates Ltd.
(717) 560-3800
647 E. Roseville Road
Lancaster, PA
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CRPC

Rick Rodgers
Rodgers & Associates Ltd.
(717) 560-3800
647 E. Roseville Road
Lancaster, PA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CRC, CRPC

Mr. R. William Book, CFP®
(717) 560-2157
600J Eden Rd
Lancaster, PA
Firm
Book & Co Financial Services

Data Provided by:
Mrs. Lita M. Pelko, CFP®
(717) 560-3800
2025 Lititz Pike
Lancaster, PA
Firm
Rodgers & Associates
Areas of Specialization
Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided by:
Mr. David Paul Carson, CFP®
(717) 569-2311
2205 Oregon Pike
Lancaster, PA

Data Provided by:
Data Provided by:

Wealth Management

By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.com

Benefits of Estate Planning

Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.

Let’s start with the benefits. An estate plan allows you to:

1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....

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