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
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Steps to Protecting a Child with Disabilities
Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.