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.
Learn MoreRetirement Income
Let us help you understand certainty and uncertainty along with strategies that can help your nestegg last longer.
Learn MoreHelpful Content
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”