Broker Check

James A. Martin, CFP

(717) 369-2300

Our Services

"Hitting the Bull's eye of financial success means having the right tools and the skills to guide you there. It also means being confident enough to step toward the mark."

Here is how we help you to hit the mark.

1. Fact Finder

We meet with you to hear your financial challenges and goals. We accurately help you document your resources and current portfolio elements. We also discuss your tolerance and risk factors. Understanding these factors helps us to create a financial plan unique to you.

2. Personalized Financial Plan

Our planning team will take your goals and recommend appropriate strategies to suit your vision and objectives. To set you on a course to your goals, we then suggest services and products. Some examples are:

• cash flow/budget management
• estate tax planning
• income tax planning
• personal and small business bookkeeping
• insurance-life, health, disability
• investments, including lifetime income

3. Long term Communication

While we are implementing the plan, our office is available to answer your questions and assist you with moving forward.

Additional Tools

• Tax Preparation
• Small Business Book Keeping
• Tax Managment
• Investment management
• Retirement strategies
• Estate conservation
• Insurance and annuity products