Cool Creek Financial

10/21/2024

The number one question I keep getting asked is, "What about the election and the stock market?" My latest blog shares my thoughts on the topic.

The number one question I’ve been getting lately.

11/25/2023

Day 25 of the calendar fundraiser! 🎁

Tonight's item are two tickets to the American Music Theatre Christmas Show valued at $198 and donated by Cool Creek Financial ! 💰

At Cool Creek Financial, we believe the main duty of a financial advisor is to help people. No matter what your current financial situation is, we will gladly provide you with a financial plan that helps you navigate your financial goals. We are confident that our expert analysis will motivate you to make positive changes to your financial situation, and you’ll see how a professional relationship with our team can benefit your life. We have extensive training and understanding of retirement plans. We help business owners and companies who sponsor retirement plans for their employees to create a retirement program they can be proud of and their employees love.

What We Do

We focus on making a successful retirement a reality for both individual investors and companies.

· Corporate Retirement Plans

We help companies manage fiduciary responsibility and provide financial wellness to employees.

· Wealth Management

We provide comprehensive financial planning and discretionary portfolio management for individuals and families.

10/25/2023

There is always a reason to sell

There's always a reason to sell

10/02/2023

Celebrating one year of Cool Creek Financial! Check out the most recent post!

The Pursuit of Happiness

09/27/2023

Stop out and visit our exhibit at the
West Lampeter Fair in tent B..

We hope to see you there!
🍁🎪🌞🌾🍂

09/24/2023

Lunch & Learn-Adding Retirement Plans to Your Business!!!🏖️

Wed, 9/27 from 11:30AM-1PM
📍Morr Indoor Range and Training Center
➡️RSVP here by Mon, 9/25: https://southernlancasterchamber.org/event/adding-retirement-plans-to-your-business-lunch-learn/

Steve Maher with Cool Creek Financial will be presenting on Secure 2.0. The recent enactment of the Secure 2.0 legislation has significant implications for 401(k) startup plans. Secure Act 2.0 introduces several provisions aimed at facilitating and encouraging startups to provide retirement benefits to their employees. This information is particularly important for small businesses, as the government has streamlined the process of starting a retirement plan, offering highly advantageous tax credits for participating small businesses.

Lunch will be provided-thank you to Cool Creek Financial for sponsoring this event!! Learn more about them here:
https://www.coolcreekfin.com/about

08/07/2023

I am honored to be one of the top nominees in the Financial Planning category in Penn Live PA Picks 2023. Please see the link on how to vote.

Check it out now!

07/14/2023

William White, with National Training and Consulting Group, will be presenting on understanding generational differences in the workplace. This presentation

06/17/2023

It is an honor to be a part of this fantastic event! Thank you, Jason, for allowing me to be a sponsor, and if anyone has a child interested in participating on that day, please watch the video below.

05/31/2023

Honor to voted Susquehanna Style Best of Winner catorogy for Best Wealth Management firm in the Harrisburg Region for 2023! Thank you all for the support and the recognition.

Read Susquehanna Style June 2023 by Innovative Designs & Publishing, Inc. on Issuu and browse thousands of other publications on our platform. Star...

02/28/2023

Check out our latest blog post

02/16/2023

Welcome to the Cool Creek Financial blog's first entry. I planned to launch a blog series where I would compile a list of the most frequently asked questions and then respond to each one. Do you recognize the names Tim Grover, Tom House, and Patrick Mouratoglou?