Brad Mentzer is a financial adviser committed to helping you improve your long-term financial success. The customized strategies are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service.
We encourage you to explore our site and learn more about the services we provide. If you have any questions or would like more information, please feel free to email us or call us at (717) 249-6327. We look forward to hearing from you.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Five overlooked tax deductions to help manage your tax bill.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
In the face of divorce, making changes to insurance coverage may be overlooked.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Around the country, attitudes about retirement are shifting.
Making the most of surprises is a great reason to work with us.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Have you found yourself suddenly single? Here are 3 steps to take right now.
You’ve made investments your whole life. Work with us to help make the most of them.
It’s never a bad time to speak with your financial professional about changes in your situation.