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Retirement Planning Lebanon PA

Retirement is not simply a time to just stop working. It's a time of life that marks a passage from a life of work to a life of accomplishment, leisure and choice. For their working years, people are probably most defined by their job, from the moment they wake to how they introduce themselves at parties. When they retire they lose that identity, but not necessarily the need for it.

Jeffrey McClarren
McClarren Financial Advisors
(866) 760-4036
Bldg #1, Suite 214
Harrisburg, PA
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning, Helping Clients Identify & Achieve Goals, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Sean W Reading, CFP®
(717) 838-3168
220 S Railroad St Ste 3
Palmyra, PA
Firm
The North Star Financial Group
Areas of Specialization
Investment Management, Retirement Income Management, Young Professionals
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Charles A. Turner, CFP®
(717) 533-4070
326 W Chocolate Ave
Hershey, PA
Firm
Turner And Associates/Ameripri

Data Provided by:
Mr. Alan R. Malkoff, CFP®
(717) 566-1073
15 N Rosanna St Ste A
Hummelstown, PA
Firm
Ameriprise Financial

Data Provided by:
Mr. Todd D Dietrich, CFP®
(717) 533-8252
119 W Main St
Hummelstown, PA
Firm
Fulton Financial Advisors

Data Provided by:
Ms. Anita E. Sowers, CFP®
(717) 838-4838
903 S KING ST
PALMYRA, PA
Firm
FADV
Areas of Specialization
Comprehensive Financial Planning, Elder Care, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning

Data Provided by:
Mr. Andrew G. Keefer, CFP®
(717) 520-1114
1 East Chocolate Ave Ste 200
Hershey, PA
Firm
Bryn Mawr Trust Company

Data Provided by:
Mr. Gregory K. Richards, CFP®
(717) 533-8960
134 Sipe Ave
Hummelstown, PA
Firm
Gregory Richards, LLC

Data Provided by:
Mr. Stephen M. Stackhouse, CFP®
(717) 482-8048
187 Hershey Rd
Hummelstown, PA
Firm
Hershey Retirement Solutions
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Brett N. Holland, CFP®
(717) 279-3516
810 Cumberland Street
Lebanon, PA
Firm
Stifel Nicolaus
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

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