Financial Planning Services

FINANCIAL PLANNING SERVICES

Central Penn Advisors is Hamilton & Musser, PC’s independent financial advisory firm. Each advisor is trained, licensed, and experienced to assist clients with financial planning, insurance, investments and taxes. We assist individuals, businesses and their owners, churches, and other nonprofit organizations in meeting their financial goals.

Helping you make sense out of the many aspects of financial planning is one of our primary goals. Whether your situation is simple or complex, we are prepared to assist you with your financial plan.

Some of our services include:

  • Financial Planning
    • Personal Financial Plans
    • Education Planning
    • Retirement Income Estimation
    • Investment Counseling
    • Portfolio Review
      • Asset Allocation Review
      • Risk Tolerance Testing
      • Rollovers and Distributions
  • Insurance
    • Life
    • Health (Individual and Group)
    • Disability (Individual and Group)
  • Retirement Planning
    • Individual Retirement Accounts (IRAs) - Traditional & Roth
    • Employer Plans (401(k), 403(b), SEP, & Simple)
    • Set-up Installation and Review
    • Rollovers and Plan Conversions
  • College Planning
    • College Cost Estimation
    • Qualified Tuition (529) Plans
    • Education Savings Accounts
  • Estate and Trust Services
    • Will, Trust and Estate Review
    • Estate and Inheritance Tax Planning

For more information please contact:

David A. Hamilton, CPA

(717) 697-3888, ext. 100       (717) 591-1700, ext. 100 
dhamilton@hnmcpas.com or dhamilton@centralpennadvisors.com

Investment Advisor Representatives of Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, Member FINRA and SIPC. Central Penn Advisors and Hamilton & Musser, P.C., are independent of ProEquities, Inc.  Central Penn Advisors is independent of Hamilton & Musser, PC.  David A. Hamilton is licensed to discuss with and/or offer financial services and/or products to residents of FL, NC, and PA.