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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Being healthy not only makes you feel good, it may also help you financially.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
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.
Peer-to-peer payment apps are one of the newest ways to send money.
You’ve made investments your whole life. Work with us to help make the most of them.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are a few things to consider when buying or leasing your next vehicle.