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.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right?
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Here are six flags that may make your tax return prime for an IRS audit.
In her virtual manifesto on the spending fast, “My Year of No Shopping,” author Ann Patchett discovered that, “The unspoken question of shopping is ‘What do I need?’ What I needed was less.”
Imagine you’ve been invited to go paragliding. It’s your first time and you’ve bought a top-of-the-line paraglider.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Doing your research is key before buying a vacation home.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Here are five facts about Social Security that might surprise you.