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.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Building Your Legacy
A four-step framework for building a personal legacy.
Rightsizing for Retirement
What does your home really cost?
The tax rules that govern donating art are complex and confusing. Take a closer look.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Learn about the risks of not having health insurance in this informative article.
Lifestyle considerations in creating your retirement portfolio.
Important items to consider when purchasing condo insurance.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Making the most of surprises is a great reason to work with us.
A special needs trust helps care for a special needs child when you’re gone.
When markets shift, experienced investors stick to their strategy.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Even low inflation rates can pose a threat to investment returns.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.