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Kenneth A. Norman, CFP®

Clermont Wealth Strategies

One Penn Square
P.O. Box 7989
Lancaster, PA 17604
Phone: (717) 291-2727
Fax: (717) 392-1324

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Special Needs
  • Personal Taxes

 

How Planner Charges

Considerations: Based upon assets under management

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.