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858 Lincoln Way East
Chambersburg, PA 17201

717-263-3316

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Understanding Today’s Financial Environment

Welcome, I’m Greg Ocker, a Certified Financial Planner TM located in Chambersburg, PA. I understand that individuals face unique challenges as they prepare for retirement. I can help take the uncertainty out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategies, our personalized service focuses on your needs, wants, and financial goals and objectives.

I have over 17 years of experience in the financial services industry. I can help you address your needs of today and for many years to come. I look forward to assisting you through all stages of your life. Please call (717)263-3316 to schedule a complimentary review.

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Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Interest Rates: How Low Can They Go?

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

 

Is Term Life Insurance for You?

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All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Healthy Body, Healthy Pocketbook

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Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

A Look at Systematic Withdrawals

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Long-Term-Care Protection Strategies

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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