Pursue Your
Ideal Retirement

We can help you bridge the gap between your working years and your retirement years.


Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

Get Started In

3 Easy Steps


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


Using the York Independents plan, we’ll examine your current financial situation and determine your retirement needs.


Receive a custom strategy to help you work toward your unique retirement goals.



Could you weather a down market?

Market downturns are inevitable — which is why you should plan for them from the beginning. This brochure helps lay out what you need to know, including:

  • How well the S&P 500® has performed through bear markets and downturns since 1928
  • 4 general guidelines for down market moves
  • One of the most important ways to weather a down market

Retirement isThe Second Act


“Our goal is to help you manage your finances so you can pursue your goals.

Sean K. Clark | Chief Executive Officer