| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.01% |
Fees are negotiable.
2025 Lititz Pike, Lancaster, PA, 17601
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Learn about disclosures →Jared says the most fulfilling aspect of retirement planning is helping clients accomplish goals, impact others, and navigate the different phases of retirement. Since there are many complexities with retirement planning, Jared believes clients should work with a specialist in the field. When he is not helping clients navigate the phases of retirement, you will find him spending time with family and friends, playing golf, watching sports, or being part of his church family. Jared is married and has two daughters.