Financial Services - Harrisburg, Lebanon, Cleona

Financial Services Located in Harrisburg, PA

Key Advisors Group is a financial services firm that specializes in assisting seniors, business owners, professionals, and their families plan for a sound financial future through the establishment and implementation of  pre-retirement, retirement, financial and estate planning strategies.  We help our clients protect  their families and businesses, reduce their tax liability and seek the fulfillment of their investment¹ goals and objectives.

Retirement Planning

We offer full, qualified retirement planning services utilizing a wide variety of tax-favored plan designs.  Our advisors can not only help you save toward retirement without jeopardizing safety, but also help you devise and implement a distribution strategy.

Trust² & Estate Planning Strategies

Through the use of various trust and other planning techniques, we can help you protect what you have worked a lifetime to build and make sure that your assets are distributed as you want them to be.

Investment Planning¹

We recognize the commitment and responsibility we undertake when we provide investment advice.  That’s why we listen closely to needs and objectives before recommending a course of action.  Then, after careful consideration and analysis, we’ll walk you through an asset allocation process that is designed to help you identify your goals and develop appropriate strategies to pursue those goals while taking advantage of asset building and risk management techniques.

Business Continuation and Tax Reduction Strategies

Working with your other professional advisors, we design, implement and provide funding alternatives for business continuity and/or business succession plans to protect against premature death or disability and to help reduce income taxes.³

Protecting Your Assets

We help you protect what you have worked a lifetime to accumulate.  Utilizing a financial engineering process, we coach you through strategies that may not only help protect you from the many contingencies life may bring your way, but at the same time, help accumulate assets, increase your retirement income options, reduce your taxes, and account for lost opportunity costs.

Our Commitment

We exist because of and for our clients — past, present and future.  We are committed to ensuring that our decisions and actions withstand their scrutiny and judgment at all times.  Key Advisors Group draws its strength from their history and traditions of integrity and quality.

¹Securities and investment advisory services offered solely through registered representatives and investment advisor representatives of Equity Services, Inc., a Broker/Dealer and Registered Investment Advisor.  Key Advisors Group is independent of Equity Services, Inc.

²Trust services are offered independently of Equity Services, Inc.

³Legal and tax advice are not provided.  Please consult with your attorney or CPA prior to implementing any strategy to ascertain their effect on your specific situation.