We Specialize In Helping Nurses Save for Retirement

Nursing is demanding, leaving little time for your own financial health

The demands of your work are constant and often draining. While you serve the health of so many in need, unfortunately, your own financial health can get neglected. Because of my tremendous respect and appreciation for what you do, I would like to make my 40-year career available to you to help nurture your financial future.

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Working with a planner is like having a medical practitioner for your financial health

In many ways, what we do is similar to what many medical practitioners do. We sit down with clients, conduct a series of tests (in the form of questions). Then, we analyze the results, and based on our findings, prescribe actions that will address any financial shortfall we find.

Nursing is in the family!

One of the main reasons we’ve chosen to focus on nurses, is my familial connection to the profession. Nursing is, and has been, one of the most chosen professions of my immediate family. I have a sister, cousin, niece and aunt who are currently employed, or have previously served, in this industry.

Put our years of experience providing individualized investment advice to work for you

The thing we pride ourselves most on is our exceptional personalized service. We will sit down with you and make sure we understand your individual situation and retirement goals. Then, together, we will develop a plan to target each goal in a way that will help increase the likelihood of success.

From there, we will diligently manage your investments according to the plan, in order to help you achieve your goals. You can rest easy knowing that it’s being handled with the same level of professional care that you provide to your patients.

Get free advice about how your 401(k) or 403(b) should be invested

While everyone’s individual needs may be different, one element that can have a major impact on your financial future is the strength of your 401(k) or 403(b). Understanding that these plans can be complicated and foreign to some people, we will offer advice on how you may benefit from the proper investment strategy within these plans. This will be done at no cost or obligation to you.

Like most doctors, we rarely make house calls. But we will make time to work around your often difficult schedules.

Did you know that Harrisburg ranks as top place to be a nurse in U.S.? Since you’re already off to such a good start, let us make it even better by helping you out today. Give us a call at (717) 761-2655 and we’ll get started right away.

Michael Chwastyk, CFP®