Ilgenfritz Financial Group

Our Vision

At Ilgenfritz Financial Group, our mission is to empower individuals to achieve lasting financial security and enjoy their golden years. We believe in building personalized plans that address each client's unique needs and goals.

Who We Are

Led by experienced professionals, Ilgenfritz Financial Group offers a comprehensive suite of financial services to individuals and families in York, Pennsylvania and surrounding areas. We combine sophisticated financial planning expertise with a genuine commitment to personalized client service.

Retirement Planning

• Comprehensive retirement analysis and goal setting
• Investment portfolio management
• Tax optimization strategies
• Medicare planning
• Long-term care planning

Financial Planning

• Budget and debt management
• Investment planning
• Estate planning and insurance review
• Comprehensive wealth management

Financial Education

• Educational workshops and webinars
• Personalized financial plans tailored to individual needs
• Access to online tools and resources

Experience and Expertise

Our team has extensive experience in various financial fields, including:

• Investment planning and portfolio management
• Retirement planning and distribution
• Insurance planning and risk management
• Tax planning and optimization

Commitment to Client Service

• Personalized attention and guidance throughout the process
• Regular progress updates and communication
• Collaborative approach to financial planning and decision-making

Our Values

• Integrity: We uphold ethical principles and transparency in all our financial planning practices.
• Client Focus: We prioritize understanding your needs and goals to deliver personalized solutions.
• Transparency: We provide clear and concise explanations of your financial options and strategies.
• Collaboration: We work with you as partners, actively engaging you in the planning process.

Get Started Today

Schedule a complimentary consultation with us to discuss your financial goals and explore how Ilgenfritz Financial Group can help you achieve them.