Welcome
Simplifying and managing your financial life
William J. Sumski is a Registered Investment Advisor who is located in Harrisburg PA. I offer a full range of financial planning, retirement planning, as well as estate planning for individuals and families.
Vision Statement
My vision is to help my clients decide what is most important to them, and then create a plan to help them toward achieving it. Whether its entails educating their children or grandchildren, retiring without running out of money, caring for aging parents, supporting charitable causes, traveling or some other meaningful goal.
Comprehensive Planning
Clarifying your goals sets the stage for pursuing them. I am proud of my success in helping clients pursue a broad range of long-term objectives through our planning in areas including: retirement planning, education planning and estate planning.
Discipling Investing
Investing wisely is key to creating the future you want. I passionately believe in managing toward your most important goals rather than chasing short-term market trends.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.