Providing services with excellence, integrity and enthusiasm has created "The Lancaster Difference."

Hello, and welcome to the Lancaster Financial Services web site. We are glad you are here! Our desire to help people is what first attracted us to the financial services industry, and that is what has kept us going throughout our career. We work to help clients protect themselves, their families and their businesses from the unexpected turns life often takes, and to help guide them toward a solid financial future.
Whether you are interested in protection for your family, education funding for your children, a secure retirement or the growth of your business, we want to help you achieve your goals by designing a financial strategy specific to your needs. Visit the pages available to learn more about "The Lancaster Difference" and the programs and services we offer. If we can be of assistance to you, your family or your business in helping to make any financial goal a reality, please contact us at 901-683-3806.
Newsletters
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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
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HOT TOPIC: Tech Sector Turmoil and the Bear Market
This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.
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Where to Look for Lost and Forgotten Money
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
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Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.