The Houser & Plessl Wealth Mangement Group Employee Directory
Financial ServicesPennsylvania, United States0-1 Employees
Financial Planning and Wealth Management for Retirement The focus of our practice at the Houser & Plessl Wealth Management Group, located in Allentown PA, is on the SECOND HALF of your financial life – where the focus turns from financial planning and saving for retirement to wealth planning, taking all the wealth you have worked so hard for and making sure it provides you with a secure retirement income, and is also protected and preserved not only for yourself, but for your kids and grandkids as well. We take a TOTAL WEALTH MANAGEMENT approach in that we look at personal retirement planning as being about a lot more than just your investments. In addition to making sure our clients have the best investments for their situation, we also want to make sure that they are not going to outlive their assets, that they are not paying unnecessary taxes and that their estates end up passing on to their desired beneficiaries and not get reduced by unnecessary income and estate taxes. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (www.sipc.org) Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, GA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, and VA.
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