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York Financial Wellness Group

We are proud to announce that the York Financial Wellness Group has entered into a contractual partnership (pending) with URL Insurance Group, to better serve our customers when it comes to College planning, Retirement planning and Corporate 401k accounts. URL has been operating out of the Harrisburg area for 32 years and is one of the largest IMO in the country, boasting 3,000 agents nationwide.

We invite you to check out their website over on the right.


York Homeschool Choices 360 Career Development Program:

"Together we specialize in Corporate Financial Wellness"  

The York Financial Wellness Group was assembled with one sole purpose in mind, to lend attention to employee financial wellness issues i.e., understanding 401k Retirements, the components involved, and how they work. The problem that exists throughout Corporate America concerning their 401ks is most corporate employees have the same investment allocations. There inlays the problem. Every employees financial goals and financial situations are different while moving towards retirement. The York Financial Wellness Group sees this as a disaster waiting to happen.

Our solution? 

We have assembled York County, hometown professionals from every facet of financial wellness. Companies such as Waddel & Reed Financial Services, Mid-Atlantic Wealth Advisors Insurances and Estate Planning, Swope & Sipe Attorneys at Law, United Wealth Protection Concepts LLC Trust Attorneys. These professionals have been specifically hand picked to lend financial support and education for our hometown companies and their employees here in York County.

Our Goal?

To lead them towards an overall state financial wellness.  

 

Contact

 

➤ LOCATION

York, Pennsylvania

☎ CONTACT

 

Areas of Practice


Retirement Planning

The startup and small business marketplace is still a new and fierce frontier that requires legal advice from attorneys who are deeply entrenched in the particularities of venture financing. Our firm gives you an holistic approach, so your company can get the best competitive advantage.


FINANCIAL

The startup and small business marketplace is still a new and fierce frontier that requires legal advice from attorneys who are deeply entrenched in the particularities of venture financing. Our firm gives you an holistic approach, so your company can get the best competitive advantage.


Wellness

The startup and small business marketplace is still a new and fierce frontier that requires legal advice from attorneys who are deeply entrenched in the particularities of venture financing. Our firm gives you an holistic approach, so your company can get the best competitive advantage.


BUSINESS STRATEGY

The startup and small business marketplace is still a new and fierce frontier that requires legal advice from attorneys who are deeply entrenched in the particularities of venture financing. Our firm gives you an holistic approach, so your company can get the best competitive advantage.


College Planning 

Our college planning services provide parents of college-bound students with guidance in the college financial planning and funding process, including how to make college more affordable by aiding the financial aid process on your behalf, working closely to identify all of the grants, loans, and scholarships available.

Some parents just assume that they won't qualify for financial aid, but that's not necessarily the case. For parents with a substantial EFC, or those who don't qualify for any need-based aid, we will work with you to teach you how to pay for college on a tax-favored basis, help you find the best sources of money, show you how to choose a college with the best chance of getting merit-based aid, educate you on how to negotiate with colleges to get MORE aid, and much more!


 
 

 
 
Edcucation is the most powerful weapon, which you can us to change the world.
— Nelson Mandela