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858 Lincoln Way East
Chambersburg, PA 17201

717-263-3316

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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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.

Helpful Content

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

 

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Tax Freedom Day

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Protecting Those Who Matter Most

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Surprises

Making the most of surprises is a great reason to work with us.

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.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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