Assets & Insurance Management

Assets & Insurance Management is an independent financial services firm located in Lancaster, PA, offering a range of investment management and insurance solutions. Their services include income planning, portfolio design, withdrawal strategies, tax-advantaged retirement planning, and social security strategies.

They also provide expertise in lifetime income solutions, indexed annuities, life insurance, Medicare, health insurance, disability insurance, and long-term care. With a focus on personalized advice, their team of professionals helps clients navigate the complexities of financial planning to achieve their long-term goals.

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