The Way We Do Business

Lancaster Financial Services, a husband and wife partnership, is a well-established and respected financial advisory team dedicated to providing personal attention and professional financial advice for accomplished business owners, families and individuals of means.  With over 40 years combined experience, our firm regularly collaborates with a network of expert support to simplify the planning process and to help assure clients a well-integrated program.  Windall and Eddie successfully maintain long-term relationships with remarkable service that exceeds client expectations.                          

Your goals and dreams are unique to you, requiring individual attention, guidance and strategies.  Through a collaborative relationship, our team will help you assess your dreams and identify and prioritize your short and long term goals.  This personal profile is a “critical first step” in helping you engineer a targeted, goal-driven plan and determine which financial strategies can assist you in achieving them….all specifically tailored to meet your unique, personal needs.

We are experienced in finding strategies to address the  issues you may face whether they are simple or complex  we can help you work toward your financial goals.  There  are a seemingly infinite number of financial strategies available to you.  Tailoring the ones that work best for your situation requires personal attention, a depth of resources and most importantly, the right guidance from dedicated, experienced financial professionals.  That’s where WE come in!