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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

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

 

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

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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.

Long-Term-Care Needs

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for College

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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