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.

View Our Seminar Calendar

Get Started In

3 Easy Steps

discover

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

Evaluate

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

plan

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

Schedule a Meeting Today
down-market

INSTANT DOWNLOAD

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

Nervous about the prospect of a down market?

  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
  • This field is for validation purposes and should be left unchanged.

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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

sean