About Us
Relationship Driven
Relationship Driven
Relationship Driven
Relationships begin with common interests and they last when built on trust and open communications.
Our Approach
Relationship Driven
Relationship Driven
We analyze your goals and compare them to your current plan. Recommend a planning strategy designed to meet your goals and future income and or protection needs.
Why Us?
Relationship Driven
Why Us?
Over two decades of planning experience.
Access to top money managers.
Quarterly progress meetings.
Objectiveness in recommendations. Insurance protection planning
“Check out the background of firms and investment professionals on FINRA’s BrokerCheck”
Securities Offered through Registered Representatives of
Over two decades of planning experience.
Access to top money managers.
Quarterly progress meetings.
Objectiveness in recommendations. Insurance protection planning
“Check out the background of firms and investment professionals on FINRA’s BrokerCheck”
Securities Offered through Registered Representatives of Cambridge Investment Research, Inc ., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Concise Financial Advisement LLC. are not affiliated.
SIPC
Registered to offer securities in the following states: PA, DE, MD, FL, RI, TX , AZ, CT, CA, SC, NJ
Planning
Planning Process
Starts with deep exploration of Needs, Goals, Don't forget Wants !
Create a-
Financial Plan
Retirement Plan
Income Plan
Investments
Lump Sums
IRA's
Roth IRA's
Fee Based Models
College Savings
Create an Estate
Company Retirement Plans
Protection
Insurance for -
Long Term Care
Disability
Health
Securities Offered through Registered Representatives of Cambridge Investment Research, Inc ., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Concise Financial Advisement LLC. are not affiliated.
“Check out the background of firms and investment professionals on FINRA’s BrokerCheck”
Registered to offer securities in the following states:
PA, DE, MD, FL, RI, TX, AZ, CT, CA, SC, NJ
About
Ronald B. Sultzbach -Investment Advisor Representative & Insurance Professional with over two decades of planning experience. He strongly believes being an independent advisor gives him the best opportunity to serve clients.
“Check out the background of firms and investment professionals on FINRA’s BrokerCheck”
Registered to offer securities in the following states:
PA, DE, MD, FL, RI, TX , AZ, CT, CA, SC, NJ
Born and raised in Lancaster, Pa. - Ron has two young daughters. Daily fitness and fishing for musky is what he enjoys for recreation. Most of the summer weekends are spent at Hersheypark, concerts, and New Jersey beaches. He played Quarterback for 12 years in the minor league football system. He has since owned and coached his own minor league football team.
In the Community
Ron Sultzbach has successfully founded and manages a Free kids football & cheer camp every summer.
Future Gridiron Greats Lancaster, PA.
Securities Offered through Registered Representatives of Cambridge Investment Research, Inc ., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Concise Financial Advisement LLC. are not affiliated.
“Check out the background of firms and investment professionals on FINRA’s BrokerCheck”
SIPC
www.sipc.org
FINRA
Registered to offer securities in the following states:
PA, DE, MD, FL, RI, TX , AZ, CT, CA, SC, NJ