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Investment Advantage
Investment Advantage provides access to a complete financial services center within the facilities of
Bank of Lancaster.
We supplement the skills of your lawyer, CPA, and insurance advisor to provide a comprehensive
plan for investing and estate planning-all under one roof.
We offer a professional approach to investment planning-one that focuses not only on protection
of principal and a higher return on your money, but also the return of your money.
Our consultants share years of experience in many areas of finance. We are professionals who
inform, educate, and advise you from beginning to end, helping develop a financial package
tailored to your needs.
INVESTMENT ADVANTAGE IS AN INDEPENDENT PROGRAM
We have the flexibility to offer some of the best alternatives for a conservative,
cost-effective financial package to help meet your needs-now and in the future. We serve
individuals, self-employed people, small businesses and corporations. We offer:
- Personal Investment Planning
- Income Tax Planning
- Real Estate Investment Trust (REITS)
- 1031 - Tax Free Real Estate Exchanges
- Portfolio Management Advice
- Insurance Review and Analysis
- Customized Employee Benefit Plans
- Retirement Planning
- Small Business Investment Strategies
- 529 College Savings Plans
- Fixed and Variable Annuities
- Fee-Based Accounts
Our purpose is to provide more than just investment planning. We want to help
provide your financial peace of mind.
We build relationships
Our financial consultants are trained to work with you on a personal and
confidential level. They know the importance of a relationship built on trust and
understanding-especially when it comes to the investment of your money. Our Financial
Consultants will:
- Introduce you to a variety of investments
- Inform you of the advantages and disadvantages of
all information reviewed
- Make recommendations based on your total financial
picture
- Refer to our
affiliate, Bay Trust Company, to avoid
unnecessary probate fees, estate taxes and income taxes
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We offer access to:
- Stocks
- Mutual Funds
- Tax-deferred Annuities
- Fixed
- Variable
- Life Insurance
- Stocks
- Health Insurance
- Long-Term Care Insurance
- IRAs
- Pension Plans
- Profit Sharing Plans
- 401(k) Plans
- 403(b) Plans
- Private Pensions
What Investment Advantage can do for you:
- Help increase your cash flow
- Help lower your income tax
- Help ensure your post-retirement financial comfort
- Help increase your standard of living
Our philosophy is to focus on investments that:
- Are conservative
- Have income potential
- Offer liquidity
- Are tax-advantaged
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