PHONE: (717) 303-1999

Retirement Planning

Retirement planning services

With thousands of baby boomers retiring every day, some of the top questions on their minds are, “How can I generate an income to last for the rest of my life?” and “How do I protect myself from longevity risk?” Pennsylvania Wealth Management provide solutions and answers to these common questions and help retirees feel more confident in knowing their income will last for the rest of their lives. Jason holds client accounts at Folio Institutional, Ameritrade Institutional, Fidelity and Charles Schwab. He uses Nationwide, Security Benefit, Symetra, and Athene to build successful income plans that are guaranteed for life.

We offer the following retirement services:

  • Estate Preservation

  • Income Planning

  • Insurance Planning

  • Tax-Free Retirement

  • Tax Planning

  • Wealth Management

Plan your retirement with experienced financial professionals in Camp Hill, PA.

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Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor. Pennsylvania Wealth Management and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Pennsylvania Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership includes attaining specified levels of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. MDRT membership requirements include the payment of annual dues, compliance with ethical standards, and maintaining good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Jason Bergey or Pennsylvania Wealth Management is stated or implied. MDRT and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.