Master’s Core Services Package

  1. Financial Decision Making
    There are many financial paths to navigate throughout our lives. Constant reminders of successful financial habits are necessary to reach your desired goals and objectives. We guide you with advice rooted in long-term financial principals and provide counsel to help you avoid common behavioral financial mistakes. We are your partner through every step of the financial decision making process.
  2. Financial Goal Setting & Prioritization
    We build a “working” financial plan that evolves as your situation changes. Leveraging the experience of our team of advisors, our strategy and design meetings shape a plan built specifically for you. We don’t focus on product, jargon or complicated and convoluted planning scenarios. Instead, we focus on a plan that states simply your goals and objectives and what you need to do to reach them.
  3. Resource Management
    After discovering your goals and building your plan, we work with you to allocate your resources in a way that helps you pursue your goals. We focus on both the allocation of your income and the allocation of your assets. Minimizing taxes, investing at the proper risk tolerance, diversifying your assets and linking cash flow to goals are all part of prudently managing your resources.

  4. Access to Master’s Wealth Manager
    This online tool organizes your financial life, pulling all of your data into one place and giving you an up to date snapshot of your financial resources.

Our Core Services Package includes two semi-annual meetings: one face-to- face meeting, one virtual meeting or phone call.

Do you have questions or would you like to have a conversation?
Call us at 717-581-1323 or use the below contact form.

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Our services are offered within 3 Planning Service Packages:

  1. Core Services Package
  2. Core + Income Architecture Services Package
  3. Core + Income Architecture + Retirement Services Package


Financial Planning
Investment Management
Strategy and Design

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