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Cumberland County has no shortage of residents with unique talents and independent spirits.
Bạn đang xem: Carlisle man helps middle class with financial planning
From artists to mechanics, office workers to outdoor professionals, these entrepreneurs showcase the best of what businesses in the county have to offer.
Every week, The Sentinel’s Small Business Spotlight will feature these people and share their stories.
Discover your local connection through this series that focuses on small business owners in your own backyard and highlights the services they provide for their community.
Scot Whiskeyman
Business Name: Providers & Families Wealth Management
Years in business: 13 years
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Contact: 717-682-3550 or providersandfamilies.com
Q: Why did you want to start this kind of business?
A: There’s a big shortage of competent financial advice for middle America. I learned early on in my career about the problems and conflicts within the financial services industry. Many firms cater only to the rich or are primarily product-focused, and I just didn’t want to be that type of firm. Providers & Families was born to help working professionals feel confident about their financial futures.
Q: How did you get your start?
A: I graduated with a degree in marketing in 2010, and marketing jobs were hard to come by. I went to work in banking, and quickly got a feel for what it was like to interact with customers. We also had branch quotas for financial adviser referrals. I got to know a financial adviser in my branch and decided that retail banking was a dead end. I found an opportunity at an insurance company in Camp Hill in June 2011.
Q: What does your business sell or provide?
A: We provide comprehensive financial planning services with a focus on retirement planning for early and mid-career working professionals.
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Q: What is the biggest challenge you are facing right now?
A: Growth. We have gotten serious about our marketing this year and are continuing to fine-tune our public outreach, social media and education strategies to try to build connections and obtain new clients.
Q: What is your favorite thing to do or place in Cumberland County?
A: I love the Appalachian Mountains. I’m a runner, and there’s no shortage of beautiful trails to run on. We have some beautiful views right here in Carlisle. I also just love running on backroads outside of town.
Are you worried about how much taxes you’ll owe in retirement? Don’t be! In this video, we’ll show you 3 brilliant ways to reduce taxes in retirement so you can enjoy your golden years without worrying about the IRS.
Rachel Andreoli is the owner of Love Where You Live LLC.
Nguồn: https://horizontalline.icu
Danh mục: News
