Wheatland advisors, Inc. was established in 1987 as an independent investment-counsel firm to provide structured portfolio management based on the individual needs of each client.
Wheatland Advisors, Inc. and Orrstown Financial Services merged in 2016 with the vision of offering the community a tailored investment portfolio process. Our partnership offers the experience and peace of mind that also comes with a community bank advisor available for all our clients’ fiduciary and estate planning needs.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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?”
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Here are five facts about Social Security that are important to keep in mind.
Do your insurance needs stay the same when the nest empties?
Do you know where the idea of “retirement” comes from?
One way to find money is to examine your current spending habits and eliminate money wasters.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
If you find it hard to attain personal life goals, there’s an app for that!
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
Why are 401(k) plans, annuities, and IRAs so popular?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Do you know how to set up your financial goals for success? This knight does.
Agent Jane Bond is on the case, cracking the code on bonds.
The market is as unpredictable as the weather. We’d love to help you prepare.