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Address:

Susquehanna Financial Advisors LLC
4999 Louise Drive, Suite 101
Mechanicsburg, PA 17055

Phone:

717-506-2100

Fax/Other:

717-506-2111

Our Firm

 

"A goal without a plan is just a wish"

                - Antonine de Saint-Exupery

Our Purpose

Our business is to help you make the most informed decisions which will maximize the performance of your financial assets, provide for your current needs, and meet your future financial goals.

 

How do we do this?

We must be able to analyze your assets, minimize your risks, prevent problems from arising, and help you capitalize on opportunities as they surface.

The first order of business is a thorough examination of your current financial status. We do this in stages:

"Hard" fact finding:

 Hard data includes personal and family information; a balance sheet and a cash flow statement if available; wills, trusts, agreements and other legal documents; past tax returns; and insurance policies. This information provides us with a "snapshot" of your current financial position.

"Soft" fact finding: 

Now we get into your wishes for the future...we examine your immediate and anticipated needs and desires. We determine what your objectives are for the future...education, vacation, retirement and charitable giving, to mention a few.  This analysis gives us a map of where you want to go and when you want to get there.

Why choose Susquehanna Financial Advisors LLC?  

Susquehanna Financial Advisors provides comprehensive, objective and unbiased financial planning and organization, keeping your interests and plans foremost. You will work with our team to develop an in-depth assessment of your current financial position and plan for your short-term financial needs and long-term financial goals. We then set a plan in place that will help you make better financial decisions to pursue a secure future. Your risk tolerance and time horizon are the primary keys to developing a sound, workable financial map that will take you through the coming years.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck