Krouse Financial Strategies, LLC.

10/05/2026

Wishing the Happiest of Birthday's to Keely, one of our dedicated financial advisors on the KFS Team!!

We are so incredibly lucky to have your energy, dedication, and heart here at Krouse Financial Strategies. Thank you for always bringing your best self and your contagious positivity to the office!

Please join us in wishing Keely the best birthday! May this next year bring you as much growth, happiness, and success as you bring to everyone around you!! Happy Birthday, Keely!

10/01/2026

🚨 THE BIG NEWS IS OFFICIAL! 🚨
We've been keeping a secret, 🤫 🤐 and we can finally share it! 🎉 Not only are we expanding our footprint with a brand-new regional office in Williamsport, but our team just got an incredible addition.
We are absolutely thrilled to welcome our newest Financial Advisor/VP to the family! 🥂✨
Meet the newest face of our Williamsport branch below 👇

Drum roll please....Welcome Philip Sunderland J.D. to the Krouse Financial Strategies Family!

Phil brings more than a decade of financial services experience, having begun his financial advising career with Edward Jones in 2012 and opening his Williamsport office in 2019. His move to Krouse Financial Strategies provides access to the expanded resources, planning capabilities and technology available through Raymond James.
Phil works with individuals, families and businesses to develop personalized financial strategies focused on long-term goals, risk management and preserving wealth across generations. He also collaborates closely with clients' CPAs, attorneys and other professionals to help coordinate financial strategies with tax, legal and estate planning considerations.
A graduate of Lycoming College with degrees in finance and political science, Phil earned his Juris Doctor from Penn State Dickinson School of Law. His background as a licensed attorney complements his financial practice and experience with legal analysis, risk management and strategic planning. Since 2021, he has also served as an adjunct professor of business law at Lycoming College.
Krouse Financial Strategies is proud to welcome Phil and expand its presence in Central Pennsylvania through its new Williamsport location.
Contact
Krouse Financial Strategies
201 Basin Street, Suite 11
Williamsport, PA 17701
570.505.5150
[email protected]
raymondjames.com/krousefinancial

09/08/2026

Retirement planning is not just a personal milestone. Including your family in the conversation can help align expectations, clarify priorities and strengthen your long term financial plan.
https://www.raymondjamesconnect.com/aDj31x

09/07/2026

In honor of Labor Day, the KFS Office will be closed on Monday, September 7th. We wpuld like to wish everyone a safe and happy Labor Day! :)

09/04/2026

The KFS Office will be closed on Monday, September 7th, in honor of Labor Day! We hope that eveyone has a wonderful holiday weekend! Happy Labor Day! :)

09/04/2026

Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn why:

raymondjames.com

09/03/2026

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth. Discover three key questions:

raymondjames.com

09/02/2026

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:

raymondjames.com

09/01/2026

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement:

raymondjames.com

08/31/2026

Legacy isn't just about the assets you leave behind. It's about the impact you leave on the people who matter most.

You may spend years building wealth, but have you considered how that wealth will be transferred, who it will benefit, and whether it reflects your long-term goals?

Thoughtful planning can help ensure your assets support the people, causes, and values that are most important to you while creating greater clarity for future generations.

Let's start a conversation about what legacy means to you.