Hi there, I don’t believe we’ve met. Allow me to introduce myself, as you’ll be hearing quite a bit from me in these pages in the coming months.
I’m Central Penn Wealth Advisors, the AAA Central Penn team of preferred wealth advisors and financial planners.
Yes, of course you still can (and should) stop in at your local AAA branch for your member services, insurance needs, notary services, travel help, and other services (yes, they do all of that for you!).
But now AAA Central Penn is one of the only AAA clubs nationally, to offer a new and highly specialized service: an independent team of financial planners and highly trained support professionals at your fingertips for discounted rates to serve you, your family, your business, and your employees with a host of additional financial services.
This means that you can now get a no-cost second opinion on the financial plan or investment strategies your other advisor built and is managing for you.
Maybe something was overlooked in the last draft of your financial plan that leaves you missing out on some tax benefits? If your plan hasn’t been updated in a while, maybe we could build the next draft for you? Perhaps you haven’t had a plan built before and you’d like to know what all this fuss about financial planning is anyway. We can help.
Maybe you’re paying too much for your investment strategies, or you believe you’re receiving the best rate on the market. It never hurts to receive a second opinion and see what the costs are. AAA Central Penn offers me up to you at reduced cost, which means we probably could save you money.
As a service to AAA Central Penn members, you have a team of fiduciaries ready to help you with your tough financial questions. We put our clients’ interests ahead of our own and we work exclusively at a discount for AAA Central Penn members only, so try to stump us with your tough financial questions.
We are already offering exclusive seminars to AAA Central Penn members about everything, ranging from “Taxes and Retirement” to seminars for business owners, seminars about social security, and seminars on retirement income planning; so, if you want details on dates of these in person and virtual seminars, reach out to your local branch or take a gander at our website for the dates and location of upcoming educational seminars.
In addition to this, you can expect to read interesting and helpful articles in these pages over the coming months about investment strategies, retirement planning, saving for a college education, the difference between ROTH IRAs and Traditional IRAs, and a smattering of other topics that you will hopefully find helpful.
You’ve used AAA to help you plan for the unexpected with their vehicle support services, plan for vacation with their award-winning travel advisors, and now you can use Central Penn Wealth Advisors to help you plan for retirement with our investment and financial planning strategies.
This might be the first time we’ve met, but it won’t be the last.
Let me be the first to say that it truly is a pleasure to meet you.
