Lancaster Financial Services is a full service financial resource. The following illustrates the services we provide to individuals and businesses:

 Planning Services

Setting goals and objectives

Retirement planning                                                

Portfolio strategies       

Evaluating early retirement

Lump sum pension distributions

Estate analysis

Tax Advantaged strategies

Insurance review and analysis

        Funding children’s education

Investment Strategies

Capital needs analysis

Investment recommendations                              

Portfolio optimization

Asset allocation recommendations

Periodic reporting and adjustments

Evaluation of mutual funds

Managed accounts

Private money management

       Company-wide benefit programs