Trust Investments Financial Counseling Retirement.
Retirement means different things to different people. Some may have plans to travel the world. Others may wish to pursue a second career. When planning for your retirement, we’ll strive to help you achieve your unique goals and dreams.
- We’ll help you understand all the retirement options available to you, including tax planning considerations and beneficiary designations.
- We’ll work with you to develop a retirement plan that takes your goals, objectives and risk tolerance into account.
Comprehensive financial counseling is an ongoing and evolving process. Personal and family situations, as well as tax laws, change from time-to-time. Financial markets continuously change. A comprehensive and thorough strategy will take these factors into account and adjust as needed to changing conditions.
We'll help you plan for key events---asset accumulation, children, higher education, retirement, inheritance, death and legacy---so that you can wisely manage your assets, have peace of mind and financial security for your family, and reduce your tax burden.
We’ll work with you to develop a strategy that aligns with your goals. We act in a fiduciary manner, so your needs and goals always come first.
Please feel free to contact any of our Trust & Investment experts for more information. We are happy and ready to assist you.
Karen Arthur, First Vice President & Trust Services Manager 717-339-5062
Mark Bernier, CFA, Senior Vice President & Wealth Management Officer 717-339-5178
Thomas Holmes, VP & Investment Officer 717-339-5245
Daniel Baer, CTFA, Vice President & Trust Officer 717-339-5157
Christine Settle, Vice President & Trust Officer 717-339-5058
P.O. Box 4566
Gettysburg, PA 17325