Century Tax & Wealth Management of Lancaster, PA | Financial Planning

Helping You Plan Your Financial Future

Century Tax & Wealth Management aims to increase our clients' net worth while lowering their taxes.

With Ronald C. Allison's unique total financial planning approach, he will provide you with one-on-one, customized investment, retirement, education, estate, insurance and tax planning all under one roof.

Call today at 717.393.3876 to schedule a complimentary initial consultation for your total financial planning.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

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