Tim Jantz, CFP®, Financial Planner, seeks to help clients achieve their goals through planning, coordinating and delivering comprehensive financial services rooted in their deepest values. His passion is to help clients clearly define what they want and develop a road map that will give them the opportunity to accomplish their goals. He then leads a team of specialists to help address all their financial needs and keep their financial houses in order. Tim’s areas of expertise include retirement income planning and risk management, individual and institutional investment management and the transfer of personal and charitable assets across generations.
Tim is a graduate of Goshen College and has more than 25 years of consulting experience, including 13 years as a financial consultant at Everence. Located in the Mount Joy, Pennsylvania office, he is part of a team of trusted financial professionals in Central Penn, with offices in Belleville, Chambersburg, Ephrata, Lincoln Highway E., Mount Joy and Mechanicsburg. He represents the Everence Trust Company, is an Investment Advisor Representative with Concourse Financial Group Advisors, and is licensed for life and health insurance products, fee-based investment planning and general securities.
Tim and his family live in Lancaster and are active participants in Pilgrim's Mennonite Church in Akron, Pennsylvania.
