At Yorktown, we work closely with each client to help meet their financial objectives through investment strategies*, insurance planning and financial counseling. Our clients span a variety of generations and income levels, but they all share one thing in common-a preference for long-term relationships built on integrity and trust. At Yorktown, we offer various levels of service, tailored to provide the specific type of financial direction that is best for you.

Asset Management and Investment Services*
We are Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., and recognize the commitment and responsibility we undertake when we provide investment advice. That's why we listen closely to your needs and concerns, and deliver high quality investment services that correspond to your unique objectives. We encourage each one of our clients to go through both a risk analysis and an asset allocation survey to ensure that any strategic investment planning we do truly reflects his/her financial goals.

By applying the appropriate plan strategies and keeping abreast of changes in the tax law, we seek to enhance our clients' personal, business and financial well-being.  We take pride in our ability to develop new and innovative ways to keep your money working for you and your family for as long as possible.

Insurance Services
Risk is the exposure to the possibility of loss, and it can be assumed, ignored, or transferred to another individual or entity. By asking the right questions and listening to your answers, we are able to recommend, and help you implement strategies that help meet your life, disability income or long term care insurance needs.

Corporate Benefit Programs
Whether you are looking to adopt your company’s first retirement plan or review an existing program, we can help you through the process. Recent regulations have placed greater restrictions on retirement plans. We understand these developments and can help business owners make the right decision. No cookie-cutter plans here. We listen to your objectives and recommend plan options to meet your needs.

Other corporate services include owner and/or management succession planning, buy/sell funding strategies, estate and tax planning strategies and group insurance benefit programs.

About Alan J. Fishman
Alan J. Fishman is a CFP® and former CPA who brings experience in public accounting, financial management and insurance to his association with Yorktown Financial Group, Inc. He graduated from Franklin and Marshall College in 1980 with an accounting degree, passed the CPA exam in 1983 and attended the Johnson School of Management (Cornell University’s MBA program). He is also a Chartered Life Underwriter (CLU).

Alan co-authored a book entitled, Contracts, Benefits and Practice Management for the Veterinary Profession (2000, Priority Press, Ltd.) and has co-authored articles on retirement plans in the Journal of Accountancy. Reprints of these articles are available upon request.