Education Planning
Saving for your child’s/grandchild’s higher education is a priority for many families. With the cost of college increasing year over year, it can seem like a daunting goal, but our financial advisors are adept at helping your family invest for the future.
A variety of investment vehicles and tax-advantaged options are available to help you prepare financially for both private K-12 education and for college.
Retirement Planning
Whether you are 25 or 55, it’s never too early or too late to start planning for retirement. Retirement means different things to different people. What do you want your retirement to look like?
Our advisors will work with you to explore your retirement dreams and determine how much money you need to save to achieve those dreams.
Your retirement plan is as unique as your retirement dream. Contact our team today to take the first step toward your dream retirement.
Trusts & Estates
After a lifetime of hard work, saving, and investing, you’ve started to think about leaving a legacy for your family. Our financial advisors can help you establish an estate plan that accomplishes your financial goals, while also giving peace of mind to your family.
A properly thought-out estate plan can help you transfer wealth while minimizing wealth transfer taxes. It also can help you protect assets, provide ongoing management of your financial affairs, outline philanthropic giving desires, and maintain the privacy of your final wishes.
Penn Investment Advisors can help educate you and your family about the various estate planning and trust options and can implement your estate plan as executor and trustee. Our skilled financial advisors have the experience and resources to administer even the most complex personal or charitable trust with the highest degree of professionalism and sensitivity.
Contact us today to start planning for your family’s tomorrow.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment advisory services are offered through Penn Investment Advisors, Inc. , a Registered Investment Advisor. Penn Investment Advisors is a wholly owned subsidiary of Penn Community Bank (Bank). Penn Investment Advisors does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Penn Investment Advisors are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations of the Bank or guaranteed by the Bank and involve investment risks, including possible loss of principal amount invested.
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