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
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Rightsizing for Retirement
What does your home really cost?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.