Physicians
Lancaster Financial Services provides educational workshops to medical residents and fellows on various financial topics like life insurance, disability insurance and contract negotiations. The following is a general listing of the areas we may address:
Basic Financial Planning Tax Deferred Income
Tax Credits Reducing Taxes
Building a Secure Retirement Home Mortgage
Funding an Education Life Insurance
Traditional IRA Creating and Protecting an Estate
Investments Roth IRA
Disability Income Contract Negotiations
Qualified and Non-Qualified Retirement Plans