Lancaster Financial Group is here to help you put your financial house in order. Since our inception in 1978, we have weathered many a financial climate. Our financial advice is completely independent of ties to outside influences, assuring you that our only goal is your success.
We believe in face to face meetings on an annual basis to review your progress in addition to a constant open channel of communication. We honor our commitments and conduct ourselves with the integrity that earns our client’s trust.
Whether you are diversifying your portfolio, conducting estate planning, or selecting life insurance, we consider your entire financial picture as a part of these decisions. We get things done and have often found we are the first call when our clients are in an hour of need. We are proud of that. Our focus may be wealth development, but we like to think that less financial stress helps our clientele maintain their health as well.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.