Financial Planning & Investing

Financial planning is important and when you start your first job, it is a good thing to get started. It doesn’t matter what stage in life you are, it is never to late to start your financial plan to retirement.

So, what is financial planning?

Simply put, it’s about a measurable advice that results in a plan to manage current finances and identifies future financial needs and goals. We partner with Ron Sultzbach of Concise Financial Advisement to help our members identify their long and short term financial  goals.

Ron, from Concise Financial Advisement, will help you with the following:

  • Financial planning
  • Investment tools
  • Insurance Planning

To find out more, click here or to schedule an appointment, call 717-295-6685 or email