Financial Planning

At AmeriServ Financial Services our goal is to make a difference—for you, your family and your future.

Making your money work as hard as you do

Whether you are saving for college, working toward retirement or building a legacy for you and your family, a knowledgeable AmeriServ Financial Services consultant can work with you to develop a customized financial plan aligned with your needs and goals.

With a comprehensive financial plan, every financial aspect of your life, every goal, question or concern is considered and accounted for with the necessary action items spelled out.1 We specialize in the following areas that include, but are not limited to:

  • Budgeting
  • Cash-flow
  • Debt management
  • Education savings
  • Estate planning
  • Insurance & investments
  • Life events & milestones
  • Retirement income analysis
  • Retirement planning
  • Special needs & disability planning
  • Tax management
  • Long-term care

Fees are based upon total assets under management. Additional fees may apply depending on model and manager selections. Total fees will be disclosed prior to account opening.

1 Pricing varies on complexity & time.

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