Crafting Your Financial Legacy, One Personalized Plan at a Time.
Financial Advisor in York, PA
At Kitzmiller Financial Group, we believe that personalized attention and understanding are the cornerstones of effective financial planning. Led by Tedd Kitzmiller, whose background in counseling has instilled in him the invaluable skill of active listening, our team prioritizes truly comprehending our clients’ unique needs and aspirations.
With years of experience in the financial industry, Tedd Kitzmiller has honed his ability to not just hear, but truly listen to his clients. Understanding that each individual’s financial journey is distinct, Tedd leverages his expertise to tailor strategies that align with our clients’ goals and circumstances. Whether it’s selecting the right investments for today’s needs or devising a plan to secure income for the future, Tedd and our team possess the insight and knowledge to navigate the complexities of wealth management.
I have a background in my past of working as counselor and therapist, and I just naturally have always loved working with people and trying to help them. I do think that background enhances my approach to my clients. I have genuine relationships with my clients, and through the years, we have become like family.
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Empowering You to Overcome Financial Obstacles
Retirement Income Planning
Whether your retirement dreams are of traveling the world or buying a modest cabin in the woods, you need the right financial plan in order to make them come true. Kitzmiller Financial Group has been helping residents in the York area assess their priorities and secure income for their retirement dreams for over 30 years. Find out how to develop a plan so you can have the retirement you desire.
Wealth Management
Cultivate and protect your wealth with our comprehensive wealth management services. We work closely with you to develop customized strategies that align with your financial goals and aspirations, ensuring your wealth grows and thrives over the long term. Experience the difference of expert wealth management solutions tailored to your needs.
Tax Minimization
Navigate the complexities of the tax code with precision and efficiency. Our seasoned tax planning experts develop strategic solutions tailored to your unique financial situation, minimizing your tax liabilities and maximizing your savings. Take control of your finances and optimize your tax strategy with our comprehensive tax planning services today.
Long-Term Care Planning
Shield yourself and your loved ones from the potential financial burdens of long-term care. Our holistic approach to long-term care planning provides comprehensive solutions that safeguard your assets and provide invaluable peace of mind, allowing you to focus on what truly matters. Explore our long-term care services and protect your future today.
Maximizing Social Security
Any mistakes you make regarding Social Security benefits can be permanent. That’s why it pays to seek advice on maximizing those benefits from retirement professionals like Tedd Kitzmiller and his staff at Kitzmiller Financial Group. Tedd has been helping residents in the York, Pa., area and broader Central Pennsylvania region to maximize their Social Security and secure income for their retirements for over 30 years.
Educational Resources
Explore our blog for illuminating articles, actionable guidance, and expert perspectives on financial management. Our goal is to equip you with the insights and tools necessary to elevate your financial health by making informed choices.
How to Grow and Preserve Your Assets for the Next Generation If you have a desire to build wealth for yourself and your loved ones and you are starting from
Strategies to Preserve More of Your Wealth Estate planning can be complex, both from a legal and financial perspective, as well as a personal one. Thinking about the end of
Understand the Basics to Build a Winning Strategy Building wealth is so much more than accumulating money for its own sake. When you have a solid wealth-building strategy, you can
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The Fundamentals of Estate Planning
Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.
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