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
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
College Savings
See how much you may need to save now to cover future college costs for your child.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Building Your Legacy
A four-step framework for building a personal legacy.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.