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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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.