Investment planning, risk planning, and legacy planning -- three of the most important things anyone can  do.  You may be working with another advisor and just wish to get some fresh ideas, or perhaps you have not fully looked into these critical areas of planning. 

Keystone Heritage Advisors stands ready to fine tune the good job you've already started or help to get the ball rolling.  Let's plan together.

 If you care to discuss any of these items or others of concern

to you please contact me.

    Ted Derrick - M.Ed., M.Div., CFS, CMFC, AAMS, AIF

     Executive Director and Branch Manager 

     Keystone Heritage Advisors

     2768 Zink Road * Suite 101 * Manheim, PA 17545