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
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
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.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?