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Designed for You Planning For Uncertainty Understanding Our Approach

Understanding Today's Financial Environment

Welcome, I’m Gary Lux, a financial advisor in Churchville, PA. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for a retirement nestegg, income, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.

MISSION STATEMENT

We seek to serve family-oriented, affluent clients with their financial and estate planning goals.

We strive to be indispensable by constantly improving our knowledge base and services provided.

OUR VALUES

Because we believe we are here for relationships, we work to make people’s lives easier and better. We practice “win/win.”


 

Serving Individuals

We can help take some of the mystery out of preparing for your financial future.

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Investment Strategies

We can help you understand and better define your financial goals.

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Retirement Income

Let us help you understand certainty and uncertainty along with strategies that can help your nestegg last longer.

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Helpful Content

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Interested in a Fuel Efficient Car?

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

 

Managing Money as a Couple

Keys to preparing to grow wealthy together.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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