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.
Helpful Content
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.