Landis Financial Service

Landis & Co. Financial Services, LLC has been a trusted financial advisor in Carlisle, PA for over 30 years. We believe in building personal relationships with our clients and providing personalized financial plans that meet their unique goals and needs.

Our Mission

Our mission is to empower individuals and families to achieve financial stability through comprehensive financial planning and investment strategies. We believe in simplifying complex financial concepts, providing honest advice, and ensuring our clients understand every step of the process.

Retirement Planning

• Comprehensive analysis of current retirement accounts and plans
• Development of personalized savings and withdrawal strategies
• Guidance on maximizing retirement contributions
• Risk management strategies to protect your retirement goals

Investment Management

• Development of customized investment portfolios aligned with your goals and risk tolerance
• Diversification across asset classes to enhance returns and mitigate risk
• Regular review and rebalancing of your portfolio

Estate Planning & Insurance

• Creation of a comprehensive estate plan that includes wills, trusts, and power of attorney
• Review and analysis of your insurance coverage to ensure adequate protection for your financial goals
• Guidance on minimizing estate taxes

Tax Planning & Wealth Management

• Comprehensive review of your financial situation and tax obligations
• Development of strategies for optimizing your tax efficiency
• Wealth preservation strategies to protect your assets for future generations

Additional Services

• Lifestyle & Financial Planning
• Financial Education & Consulting
• Retirement & Estate Planning Seminars & Workshops

Our Approach

We take a proactive and personalized approach to financial planning. We work closely with our clients to understand their individual goals and concerns. We then develop a customized plan that outlines specific steps to achieve their desired financial outcomes.

Why Choose Landis & Co. Financial Services, LLC?

• Personalized attention: We treat every client like family and tailor our services to their unique needs and circumstances.
• Comprehensive planning: We address all aspects of your financial life, from retirement planning to estate planning and wealth management.
• Clear communication: We explain complex financial concepts in clear and concise language you can understand.
• High-level expertise: Our team of experienced financial professionals has extensive knowledge and experience in various financial areas.

We are committed to providing our clients with exceptional service and guidance to achieve their financial goals.